Jon Cantrell and S.J. Guzzo on the 2026 Banking Sector

Banks enter 2026 with a positively sloped yield curve, steady deposit growth, and a favorable regulatory environment. The outlook for the economy and Fed policy is highly uncertain, however, posing risks to loan demand, net interest margins, and the appetite for adding duration to balance sheets. In this episode, we talk with FHN Financial’s Jon Cantrell and S.J. Guzzo about bank deposit and loan growth in 2026, the ways banks can position for different shapes of the yield curve, and how regulatory changes will impact banks’ decisions this year.

Simply Put: Expert perspectives on the trends influencing fixed income, banking, and the macro landscape, hosted by FHN Financial’s Macro Strategist, Will Compernolle. Tune in to better understand what’s moving the markets and what to keep an eye on in the weeks and months ahead. Listen and subscribe wherever you get your podcasts.

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