BND: Strategy Room Bonus - Checking in on banking industry performance

This video is a clip from BND: Strategy Room Live Stream on October 10, 2026. How are banks currently performing? Wall Street is expecting record bonuses again in 2026. Update on M&A deal activity. Loan growth continues to be good, but there is concern around increasing interest rates and how that may affect margins in the third and fourth quarters. Banks continue to see increases in auto lending. Finally, the Federal Reserve is considering changes to the current $10 billion-dollar regulatory asset threshold. This episode reviewed multiple articles from The Wall Street Journal and S&P Global (subscriptions required).