Street Talk

Ep. 117 - Banks face slow-cession, credit slippage as PE waits in the wings


Listen Later

Many bank boards are stuck as they face investor scrutiny and wait for slippage in credit quality, but experts at Raymond James’ inaugural whole loan conference noted that private equity firms are waiting to infuse capital into institutions so they can play offense in the future.In the episode, John Toohig, head of whole loan trading at Raymond James and host of the firm’s recent conference, discussed the outlook that speakers shared for the economy and the credit quality of mortgages, credit cards and commercial real estate. Toohig also shared how depositories and their boards are reacting to the higher for longer rate environment, the current gap between buyers and sellers in the secondary loan market, and investor appetite to support bank M&A and loss trades in institutions’ bond and loan portfolios. 

...more
View all episodesView all episodes
Download on the App Store

Street TalkBy Nathan Stovall | S&P Global Market Intelligence

  • 5
  • 5
  • 5
  • 5
  • 5

5

40 ratings


More shows like Street Talk

View all
Masters in Business by Bloomberg

Masters in Business

2,174 Listeners

Odd Lots by Bloomberg

Odd Lots

1,856 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

197 Listeners

Chemical Week by Chemical Week

Chemical Week

6 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

284 Listeners

EnergyCents by S&P Global Commodity Insights

EnergyCents

10 Listeners

MediaTalk by S&P Global Market Intelligence

MediaTalk

6 Listeners

Oil Markets by S&P Global Commodity Insights

Oil Markets

28 Listeners

Commodities Focus by S&P Global Commodity Insights

Commodities Focus

29 Listeners

Energy Evolution by S&P Global Commodity Insights

Energy Evolution

11 Listeners

Fuel For Thought by S&P Global Mobility

Fuel For Thought

4 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,289 Listeners

All Things Sustainable by S&P Global

All Things Sustainable

65 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

78 Listeners

Energy Evolution by S&P Global Commodity Insights

Energy Evolution

30 Listeners

The Decisive Podcast: Insights and analysis to empower confident decision-making. by S&P Global Market Intelligence

The Decisive Podcast: Insights and analysis to empower confident decision-making.

11 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,549 Listeners

The TreppWire Podcast: A Commercial Real Estate Show by The TreppWire Podcast, A CRE Show

The TreppWire Podcast: A Commercial Real Estate Show

215 Listeners

CLOs Uncovered by S&P Global Ratings

CLOs Uncovered

4 Listeners

Barron's Live by Barron's Live

Barron's Live

195 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

110 Listeners

Next in Tech by S&P Global Market Intelligence

Next in Tech

28 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

350 Listeners

Moody's Talks - Inside Economics by Moody's Analytics

Moody's Talks - Inside Economics

297 Listeners

Autology by S&P Global Mobility

Autology

1 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

31 Listeners

Forward Guidance by Blockworks

Forward Guidance

270 Listeners

The View From Apollo by Torsten Slok

The View From Apollo

25 Listeners

Masters of Risk by S&P Global Market Intelligence

Masters of Risk

5 Listeners

The Pipeline: M&A and IPO Insights by Joe Mantone

The Pipeline: M&A and IPO Insights

3 Listeners

Automotive Podcast Series by Gaurav Vangaal

Automotive Podcast Series

0 Listeners

Private Markets 360° by S&P Global

Private Markets 360°

6 Listeners

IR in Focus by S&P Global Market Intelligence

IR in Focus

5 Listeners

Artificial Intelligence Insights by Sudeep Kesh

Artificial Intelligence Insights

5 Listeners