Jeff Davis on the Banking Sector’s 2025 Outlook
During the last two years, aggressive monetary policy tightening compressed banks’ net interest margins, placed tremendous strain on banks’ balance sheets, and demonstrated the vulnerabilities from exposure to CRE. The banking sector is hoping that additional Fed easing and less restrictive federal regulations next year will create more favorable conditions for profitability, M&A, and operational flexibility. In this episode, we talk with Jeff Davis, Managing Director of Mercer Capital’s Financial Institutions Group, about the state of banking after years of tight monetary policy, regulatory changes banks can expect starting next year, and the best strategies for banks given the current macro backdrop.
Simply Put
A new podcast from FHN Financial looking at the most important things driving fixed income markets and the macroeconomy. Every episode features experts who give unique insights on topics like the regional banking landscape, commercial real estate, or how to translate Federal Reserve policy into market strategies. Tune in to better understand what’s been moving markets lately, and what to keep an eye on in the weeks and months ahead. Listen and subscribe wherever you get your podcasts
- No. of episodes: 50
- Latest episode: 2025-05-02
- Business News Investing Business News
Where can you listen?
