Stifel CEO Kruszewski on M&A Space Bullishness in the US

The video features Ron Khrushchevsky discussing the bullish market sentiment, the role of bond vigilantes, and the importance of monitoring the 10-year bond. He highlights investment opportunities in Europe despite its challenges and emphasizes the potential for M&A growth in the US banking sector. The discussion also covers commercial real estate trends and the return to work, with a focus on the growth of wealth management as a stable business. The video concludes with a look at economic discussions at Davos, noting a shift from DEI and climate topics to economic issues.

What opportunities does Ron see in Europe despite its current economic situation?

How does Ron view the future of M&A in the United States?

What changes in the regulatory environment does Ron anticipate for banks?