---
title: Talking Banks - With Joe Fenech & Kevin Swanson Issue 4
description: bank, investments, fintech, M&A, merger, valuation, markets, community bank, investment banking, liquidity, deposits, loans, genopp, talking banks
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---

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# Talking Banks - With Joe Fenech & Kevin Swanson Issue 4

[Joseph Fenech](https://gen-opp.com/genopp-insights/author/joseph-fenech)

 Thu, Oct 3, '24

**In This Issue (#4):**

- We were interviewed in mid-July by S&P Global on our sector outlook ([Podcast Link](https://open.spotify.com/show/6YNE1Iq5D4UYDALjAjHT3A?si=cz-znPvxQbecstJiegFFlQ&nd=1&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-9zxsuvl6On6rMGosSqQucOiklmN779ZJ9Bg_hcVtsi9D3IPiiZixxhfHIHTs9i3qQ1QJ_V)). Thanks to Nathan Stovall ([Blog Post](https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/investor-sees-inflection-point-in-bank-stocks-82553209?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-9zxsuvl6On6rMGosSqQucOiklmN779ZJ9Bg_hcVtsi9D3IPiiZixxhfHIHTs9i3qQ1QJ_V)) for having us on.
- The yield curve is steepening; It’s the positive inflection point we’ve been looking for.
- Bank stocks have turned higher, and we see further advances ahead
- M&A activity is picking up; It’s a huge opportunity, but…it’s complicated!
- Credit likely to deteriorate further, but it’s increasingly a “rear view mirror” issue for stocks
- Tidbits

**[Click Here To Read More](https://gen-opp.com/hubfs/Talking%20Banks%20Issue%20%234.pdf)**

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## Related Posts

### [Wed, Jul 10, '24 Talking Banks - With Joe Fenech & Kevin Swanson Issue 3](https://gen-opp.com/genopp-insights/071024)

### [Thu, Apr 4, '24 Talking Banks - With Joe Fenech & Kevin Swanson Issue 2](https://gen-opp.com/genopp-insights/040424)

### [Tue, Jan 23, '24 Banks Restructure Balance Sheets To Boost Earnings And Liquidity](https://gen-opp.com/genopp-insights/01232024)

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