Managing dir/financial policy analyst @CapitalAlpha. Ex-Treasury/Fed reporter Bloomberg; Brazil bureau chief BusinessWeek; SunSentinel;Miami Herald;AP Argentina
Washington, DC
Joined November 2008
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Ian Katz retweeted
The OCC has approved five crypto-related firms for new charters, a move that could have big consequences for the banking industry. @IanKatz, managing partner at @CapitalAlpha, discusses this and why banks may sue. He also tackles big issues for 2026—the Fed's future, M&A, housing, and deregulation. ow.ly/sl2850XKTEy
Ian Katz retweeted
"The cost to the federal bank regulators – the Fed, FDIC and OCC – will go beyond the dollar figures," @iankatz writes of the First Republic takeover.
- JPM is getting even bigger
- Flaws with bank resolution process are clear
- Years of regulatory planning "out the window"
Ian Katz retweeted
Speaking of the IRS proposal, @iankatz talks to me about whether bankers will win that fight, as well as about the nomination of Saule Omarova to OCC and whether the WH will renominate Jerome Powell.
Listen on iTunes: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/05d…
Ian Katz retweeted
.@iankatz on how lawmakers view community banks: “If you’re looking at #Congress, specifically the House, #CommunityBanks are effective at getting through to both parties; you can’t watch a House Financial Services hearing for 20 mins without someone defending community banks.”
“I think we're going to have to really try to shape it in a way that's carefully balanced,” said Rep. Stephanie Murphy, D-Fla., a member of the so-called Blue Dog Coalition of business-friendly Democrats, at the ABA convention today. americanbanker.com/news/bank…
Ian Katz retweeted
Listen to the latest episode of Banking with Interest. @robblackwellAB and @iankatz, a bank policy analyst at @capitalalpha Partners, discuss the big questions banks have about a new administration, the OCC, Congress, and much more. bddy.me/3nYSzZ4
Ian Katz retweeted
.@iankatz: “Shelton’s impact on Fed policy-making almost surely won’t match the attention her nomination has received.”
@NickTimiraos via @WSJ
A third Republican senator said Monday he would vote against the confirmation of a nominee of President Trump to a seat on the Federal Reserve’s board of governors, setting up a close vote as soon as this week on.wsj.com/32SWuid
Ian Katz retweeted
Investors are starting to hedge against the possibility of a contested election. But the real risk of a disputed result could be more drastic, and more long-term.
The latest @BankshotPod is here: americanbanker.com/podcast/t…
Feat. @iankatz @KarenPetrou @GregDaco @RaymondJames
Ian Katz retweeted
“Often you need an obvious smoking gun to make significant reforms, and it’s not at that threshold for the #nonbanks,” said Capital Alpha's financials policy analyst @iankatz #ShadowBanks @RichMiller28 @jesseahamilton
The Federal Reserve and other central banks are heading for a collision with the shadow lenders that are increasingly dominating global finance trib.al/Mslohwh
Ian Katz retweeted
Capital Alpha's Jim Lucier on US postponing oil sales: the action fits in with the Admin's plan to shore up financial markets & broader economy. “[Administration] clearly signaling they’re ready to go big... they’re trying to do as much as they can.” wsj.com/articles/heds-to-fla… @WSJ
Ian Katz retweeted
It's been a year since we lost this amazing lady, though she still has a way of coming back to us in so many forms.
Sho, thanks for staying such an inspiration -- for sound, principled, level-headed economic reporting... but also for everything else, including cheekiness.
Ian Katz retweeted
Our weekly Washington outlook: Congressional budget sprint; #USMCA deal?; #DrugPricing; $TMUS antitrust trial; FDIC CRA/Brokered deposits; #Biodiesel tax credit negativity
Ian Katz retweeted
From this week's Trending Ten report - @iankatz: "We believe a Schwab-TD deal would eventually be approved, but will first face tough DOJ scrutiny because of the huge market the combined entity would have in the RIA custody space."
Ian Katz retweeted
Capital Alpha's @IanKatz in @MarketWatch: “Crapo sounded noncommittal, though his line about the industry issues on cannabis needing to be resolved will be taken by the industry as encouraging." +The SAFE Banking Act needs Republican support on.mktw.net/2LCJnLb @vicrek
Ian Katz retweeted
Warren "will come armed with stats & research on the topic she’s focusing on. The takeaway from that is to stay away from the topics she has dug into in the past —too big to fail, $WFC, bailouts, bank oversight, perhaps student debt.” @IanKatz in @PowerPost @ToryNewmyer
Ian Katz retweeted
Capital Alpha's @IanKatz: $WFC was looking outside the firm for its next leader for a reason. They thought it would go over better with folks in DC."If they go with Parker or any internal candidate, they’re going to take heat for it” bloomberg.com/news/articles/… @markets @hannahlevitt
Ian Katz retweeted
Capital Alpha's @IanKatz expects White House to return to similar Fed candidates: “they go back a little more toward the technocrats...But, more importantly, they consult with GOP senators to make sure that they are not putting them in an awkward position" bloomberg.com/news/articles/…
Ian Katz retweeted
Capital Alpha's @IanKatz in @WSJ: The candidacies of Cain and Moore, both strong Trump political supporters, have revealed notable congressional opposition to making the Fed more partisan. wsj.com/articles/concerns-mo… @kristinapet @pkwsj