Analyzing first-quarter earnings and 2023 annual meetings

First quarter earnings reports are done, and bank shareholder meetings are currently going on — and rarely have these activities been in the public spotlight as now in the wake of three significant bank failures. On the latest episode of the ABA Banking Journal Podcast — sponsored by Intrafi — ABA Banking Journal Contributing Editor Paul Davis discusses:

• The overall resilience seen in the banking sector’s first-quarter earnings reports.
• The disconnect between the health of the banking sector and financial market performance for certain bank stocks.
• What to expect from this season’s annual shareholder meetings, including anticipated activist activities.
• An update on M&A activity in 2023.