Christopher McGratty, CFA, KBW Head of U.S. Bank Research, joined CNBC this morning to discuss his outlook following this week's bank earnings. His takeaways: - Credit risks are isolated - Balance sheets are well-capitalized and stable - Earnings forecasts are leveling off, signaling sector strength Watch the full interview here for additional insights: https://lnkd.in/ehKjiGiH #bankearnings #bankingsector #earnings #marketoutlook
About us
KBW (Keefe, Bruyette & Woods, Inc., operating in the U.S., and Stifel Nicolaus Europe Limited, also trading as Keefe, Bruyette & Woods Europe, operating in Europe) is a Stifel company. Over the years, KBW has established itself as a leading independent authority in the banking, insurance, brokerage, asset management, mortgage banking, and specialty finance sectors. Founded in 1962, the firm maintains industry‐leading positions in the areas of research, corporate finance, mergers and acquisitions, and sales and trading in equities securities of financial services companies.
- Website
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http://www.kbw.com
External link for KBW
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- New York, NY
- Type
- Public Company
- Founded
- 1962
- Specialties
- Investment Banking, Capital Raising, Research, and Equities
Locations
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Primary
Get directions
787 7th ave
New York, NY 10019, US
Employees at KBW
Updates
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As bank earnings continue this week, the narrative across the industry is clear: credit remains strong, private credit continues to grow, and large banks are showing strong performance with more upside ahead. “The story out of the banking industry is that credit continues to remain very solid,” KBW CEO Tom Michaud shared with CNBC’s Fast Money yesterday. Tom also discussed consumer strength, the impact of policy out of Washington, and more. Watch the full interview here for more insights: https://lnkd.in/eQW7Q4KV #bankearnings #bankingsector #earnings #marketoutlook
KBW CEO Tom Michaud on CNBC | October 2025
https://vimeo.com/
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With bank earnings kicking off tomorrow, the sector is gaining momentum. This morning, our CEO Tom Michaud joined CNBC to share his outlook, noting that the story has shifted to revenue growth. While large banks are expected to lead, Tom highlighted the opportunity in $50–100B midsized banks—undervalued, profitable, and well-positioned to benefit from regulatory tailwinds. As M&A activity picks up and macro conditions improve, both large and scaled regional banks are set to outperform. Watch the full interview here: https://lnkd.in/es6AapEn #marketoutlook #bankearnings #bankingsector #economy #banks
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KBW is serving as financial advisor to SWK Holdings Corporation on its $220 million announced sale to Runway Growth Finance Corp. Learn more: https://lnkd.in/e7MmrwYc #investmentbanking #financialadvisor #fintech #financialservices
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KBW is pleased to be serving as financial advisor to Comerica Incorporated on its $10.9 billion announced sale to Fifth Third Bancorp. Learn more: https://lnkd.in/gGfn6QeT #investmentbanking #financialadvisor #depositories
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KBW is pleased to be serving as exclusive financial advisor to StoneCastle on its announced sale of StoneCastle Cash Management to Fiserv. Click here to learn more: https://lnkd.in/efkZTbtK #financialadvisor #investmentbanking #fintech
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KBW is proud to support "Crypto for Good" — a transformative collaboration between crypto leaders and financial firms helping NYC’s most underserved schools through the Stand with Students initiative. Thanks to the crypto community’s commitment, Stand with Students has surpassed its $400K fundraising goal, allowing thousands of Title I students to benefit from tutoring, SAT prep, and college guidance. Learn more and get involved: https://lnkd.in/ejZ4eke
A huge thank you to KBW for powering #CryptoForGood, a groundbreaking partnership supporting NYC’s most underserved students through #StandWithStudents. Together, we’re providing tutoring, SAT prep, school supplies, social-emotional resources, and more to ensure the next generation thrives! 💰 To donate: https://bit.ly/4nry46L 🚀 To give with crypto: https://bit.ly/4nv5L7s 🔗 https://prn.to/4nZGsKF
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KBW reposted this
Congratulations to Stifel and KBW Managing Directors Evan McAbee, Andrew Schwartz, John Vigliotti, and Billy Spute, who were recognized as 2025 Emerging Leaders by The M&A Advisor! This honor places them among a distinguished group of bankers celebrated for their impact in shaping the future of M&A, restructuring, and corporate finance. Last week, several of our honorees joined fellow winners at the M&A Advisor Awards Gala in New York City—an evening of networking, a formal dinner presentation, and a lively closing celebration. Check out some highlights below! #mergers #acquisitions #finance #award #fintech #diversifiedindustries
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KBW was pleased to act as a joint bookrunning manager on Figure Technology Solutions’ upsized $905.6 million initial public offering. Learn more: https://lnkd.in/emFBhuN2 #FinTech #BlockchainTechnology #IPO
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KBW is pleased to serve as exclusive financial advisor to Independent Reserve on its announced AUD $178 million sale to IG Group Holdings Plc. Learn more: https://lnkd.in/e9W99Ehz #digitalassets #fintech #mergersandacquisitions #sellside
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