Video, Fundamental

U.S. Banks: What Lurks in the Shadows?

Ken Leon, Director of Equity Research
30 May 2023

The U.S. banking industry may face risks in the upcoming months. The mantra "Too Big To Fail" has been overtaken by perceived risk factors that may surface from any one of the thousands of small banks – not a doomsday scenario, but it's got our attention. In this recording, Director of Equity Research Ken Leon stresses the recent bankruptcies of Silicon Valley Bank and Signature Bank, underscoring the importance of regulating and supervising banks effectively. Ken also discusses that the FDIC may need to improve its regulation of state-chartered banks, which comprise 36% of total bank assets. As a result, we predict that global systemically important banks (G-SIBs) will increase their market share.

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