Nathan Stovall is the director of the financial institutions research team for S&P Global Market Intelligence, which is responsible for data-driven news and research focused on banks and insurers. Full Bio
Nathan Stovall is the director of the financial institutions research team for S&P Global Market Intelligence, which is responsible for data-driven news and research focused on banks and insurers. Nathan has 20 years of experience covering the financial institutions sector, with a focus on U.S. banks.
He is the author of the banking blog, Street Talk, and host of the podcast by the same name. His in-depth analysis of the banking industry, including a focus on community banks, can be found on SPGMI's Research & Analysis feature, which includes historical and forward-looking performance figures.
During his tenure, he has regularly covered and participated on the conference circuit as a speaker and moderator of panels and webinars focused on major issues facing banks. He has been quoted in a number of trade publications and the national press, including The Wall Street Journal, The New York Times, The Financial Times, The Economist and has appeared on CNBC, Yahoo Finance, Fox Business News and NPR's Planet Money.
Nathan holds a Bachelor of Arts degrees from Washington & Lee University, where he majored in business journalism.
Street Talk | Episode 130: How threatened are US banks by the wave of comme
Rate hikes by the Federal Reserve and changes in post-pandemic behavior have put pressure on commercial real estate (CRE) borrowers needing to refinance loans coming due. The tally is nothing to sneeze at, with approximately $950 billion in CRE mortgages set to mature in 2024, according to S&P Global Market Intelligence's analysis of nationwide property records. In the episode,...
Community bank earnings tested but not crushed by commercial real estate
Community bank margins are poised to rise but higher loan losses and reserve builds to cover them will stand in the face of earnings growth. While funding cost pressures have likely peaked, institutions could still feel pain from customer balances repricing at current market rates when certificates of deposits mature. Absent notable declines in interest rates — which some marke...
Street Talk | Episode 129: Investor Sees Inflection Point In Bank Stocks
Bank stocks and regional bank stocks in particular have rallied over the last month and there is further room to run, according to Joe Fenech, Chief Investment Officer at GenOpp Capital Management. In the episode, recorded on July 16, Fenech said that sentiment towards bank stocks is improving and that the long bear market in bank stocks ended in May 2023. The investor argued t...
