KBW CEO Says Big Banks Will Continue to Outperform

The video discusses the positive impact of the election on market recovery and bank performance, highlighting significant gains in the Keith Bank index and S&P. It explores the potential benefits of regulatory and tax reforms for banks, emphasizing the importance of bipartisan efforts in Congress. The video also analyzes the performance of bank indices, predicting continued outperformance by big banks due to operating leverage and earnings growth.

What are the key factors contributing to the recent growth in the banking sector?

• Higher interest rates

• Operating leverage, regulatory reform, and tax reform

• Decreased competition

• Increased consumer spending

What is the primary focus of the bipartisan Senate bill discussed in the video?

• Increasing taxes on banks

• Providing relief to mid and smaller banks

• Eliminating all banking regulations

• Merging big banks

What is the ongoing discussion regarding the Dodd-Frank Act about?

• Whether to repeal it entirely

• Reviewing and assessing its impact

• Applying it only to regional banks

• Expanding its regulations

How is the performance of big banks expected to change in the coming years?

• They will face significant losses

• They are expected to show double-digit earnings growth

• They will remain stable

• They are expected to decline

What is the projected return on tangible common equity for Bank America by 2019?

• 11%

• 15%

• 17%

• 20%