Session Presenters
Nathan Stovall
Director of FIG Research
S&P Global Market Intelligence
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About the presenter
Presented by
Nathan Stovall
Director of FIG Research
S&P Global Market Intelligence
Nathan Stovall is the director of the financial institutions research team for S&P Global Market Intelligence, which is responsible for data-driven news and research focused on banks, insurers and fintechs. Mr. Stovall has nearly 20 years of experience covering the financial institutions sector, with a focus on U.S. banks. He publishes in-depth analysis on the drivers of bank strategy and profitability and forecasts for the U.S. bank sector. Mr. Stovall is the author of the banking blog, Street Talk and host of the podcast by the same name.
Breakout 6: Outlook for U.S. Banks As Higher Rates Test the Mettle of CRE
Higher interest rates have created liquidity pressures, but the effect on credit quality has yet to be seen. Even as banks build reserves, investors are worried that losses, particularly on commercial real estate (CRE) loans, could exceed banks’ expectations. Hear banks’ response to ongoing liquidity pressures and what pricing in the public markets suggests about different categories in the CRE market.
Session Resources
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Session Presentation
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Earnings Pressures January 2024
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More Banks Bite the Bullet
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Street Talk