This fund manager sees tailwinds for banks despite unexpectedly slow start to the year - MarketWatch
1. M&A activity expected to increase despite a slow start in 2025. 2. Investment banking softened by trade tariffs and market uncertainty. 3. Capital markets rebound anticipated, bolstered by net interest margin growth. 4. Angel Oak Capital shows bullish stance on C and other banks. 5. Regulatory environment may expedite bank mergers under current administration.