Top Calls: Weakness in Banks 'Beyond Overdone': Baird's George

The video discusses the current state of bank stocks, highlighting that the market's reaction to recent events is overdone. Analysts believe that the perceived crisis is more about confidence than actual financial distress. The upcoming earnings season is highly anticipated, with a focus on deposits, regulatory concerns, and net interest income. While there are fears of permanent profitability destruction, the impact is expected to be temporary and not as severe as feared. The video also explores the potential for mergers and acquisitions in the banking sector, driven by a shift from smaller regional banks to larger ones.

What does the analyst predict about the movement of deposits in the upcoming quarters?

What trends does the analyst foresee in the banking sector regarding mergers and acquisitions?