Bank Analyst Cassidy Sees a 2019 Price Rebound on Fed, Loans

The video discusses the financial buildup and the impact of interest rates on banks. It highlights the strong fundamentals of banks despite lower prices and explores how banks perform well when the Federal Reserve stops raising rates. The concept of deposit betas is introduced, explaining how they affect bank margins. The video also anticipates an acceleration in loans, particularly commercial loans, with evidence of movement in the current quarter's data.

What historical patterns are referenced regarding the Federal Reserve's rate changes?

What evidence is there for the movement of commercial loans this quarter?