Regional Banks a 'Sweet Spot' for Investors: KBW's Cannon

The video discusses the recent rally in bank stocks, driven by expectations of less regulation and higher interest rates. It explores the impact of year-end momentum on financials and the differentiation among banks of various sizes. The discussion also covers the potential effects of regulatory changes and political influences on banks, highlighting the opportunities for regional banks. Finally, the video examines the implications of tax reform for banks, particularly the benefits of territorial taxes.

What challenges do big banks face regarding capital requirements and political support?

How might tax reforms impact the banking sector, particularly for large banks?