Banks Will Continue to do Well Says Academy Securities' Tchir

The video discusses the current state of banks, focusing on net interest margins, credit perspectives, and consumer resilience amid recession talks. It highlights the impact of trade on the economy and bank valuations, noting that some banks have performed well despite challenges. The discussion also covers cost management strategies and the yield curve's influence on bank earnings, suggesting that banks may continue to perform well if the yield curve steepens.

Discuss the impact of trade on the banking sector's performance this year.

What are the implications of the current bank valuations compared to historical data?