KBE Stock Recent News

Tom Michaud, KBW CEO, joins 'Fast Money' to talk the impact of today's FOMC decision to leave rates unchanged and how that will impact banks, inflation, the economy, and more.

JPMorgan Chase & Co. on Wednesday said it would hike its quarterly dividend by 9.5%, but even with the boost, its yield still lags those of its peers.

Bank of America is a large and complex financial institution. The bank's dividend yield is historically high, but not exactly high on an absolute basis.

There are more than 200 ETF providers in the $8 trillion U.S. ETF market, but I'm intrigued by a recent entrant's ambitions. In December 2023, Themes ETFs introduced 11 ETFs.

Thomas Michaud, KBW president and CEO, joins 'Squawk on the Street' to discuss what the chief executive makes of the commercial real estate sector's impact on the banks, the gap between the bulge bracket banks and the others, and much more.

Ebrahim Poonawala, head of North American banks research at BofA Securities, joins 'Power Lunch' to discuss the risks to U.S. banks and headwinds the sector faces.

Lagged effects of higher interest rates are still filtering through the economy, potentially impacting bank earnings. For example, New York Community Bancorp recently reported dismal Q4 results due to provisions for CRE and multi-family loans. With a looming $1.2 trillion wall of mortgage maturities in the next 2 years, I believe regional bank earnings will still face headwinds.

I'm kicking KBE "off the island," which is my 100 ETF watchlist. Regional bank stocks have rallied after a crushing last March, but there's too much risk of a second shoe dropping here. This might not be a Bear-Stearns/Lehman 1-2 punch, but I remain skeptical that the fundamental issues for this segment of financial stocks are over.

The 'Fast Money' traders talk banking and capital requirements with guest trader Rebecca Patterson.