podcasts Market Intelligence /marketintelligence/en/news-insights/podcasts/street-talk-episode-58 content esgSubNav
Log in to other products

Login to Market Intelligence Platform


Looking for more?

Contact Us
In This List
Street Talk Podcast

Street Talk Episode 58: Getting to the bottom of battered bank stocks

Banking Essentials Newsletter - January Edition

Banking Essentials Newsletter December Edition Part 2

Banking Essentials 2020: A Year In Review

Street Talk Episode 72: Desire to compete with megabanks driving more US regional bank M&A – KBW CEO

Listen: Street Talk Episode 58: Getting to the bottom of battered bank stocks

Bank stocks have been punished as interest rates have plunged and the outlook for economic growth has soured due to fears over the coronavirus, but the selloff could be overdone, according to RBC Capital Market's Gerard Cassidy. In the episode, Cassidy, head of U.S. bank equity strategy at RBC Capital Markets, discussed what has driven the roughly 40% decline in bank stocks over the last month, what current valuations imply about future performance and what he believes will bring investors back to the sector.

Learn more about Market Intelligence
Request Demo

No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without the prior written permission of Standard & Poor's Financial Services LLC or its affiliates (collectively, S&P).