This podcast episode previews Morgan Stanley's upcoming U.S. Financials Conference. Betsy Graseck, along with colleagues Manan Gosalia and Ryan Kenny, discuss key themes expected to be addressed, focusing on mid-cap banks and advisors. Discussions include loan growth, net interest margins, capital levels, M&A activity, and the impact of regulatory shifts and economic uncertainty. The panelists offer insights into current market trends and predict a more positive outlook than previously expressed during April earnings reports, highlighting potential growth areas such as private capital advisory and increased lending activity driven by M&A financing.
