Tale of Two Banking Bonus Seasons

The video discusses the disparity in bonuses between large global banks and regional US lenders, highlighting how larger banks are expected to see a rise in bonuses due to windfall profits from rate hikes, while regional banks face declines due to recent collapses and market volatility. The impact of these collapses, such as SVB and Signature, has led to significant stock declines and withdrawals. The video also covers how rate hikes have benefited large banks like Citigroup and JP Morgan, while Wall Street bonuses have been affected by cost-cutting and a slump in deal-making, with some sectors like M&A seeing potential declines.

What factors are contributing to the disparity in bonuses between larger banks and regional US lenders?

How have recent banking collapses affected the stock performance of regional banks?

What impact did the rapid rate hikes have on regional banks compared to larger banking institutions?

Discuss the trends in Wall Street bonuses over the past year and the reasons behind these trends.

What predictions are made regarding the bonuses for bankers involved in M&A versus those in debt underwriting?