StrategyCorps

The ‘joiner’ era of bank M&A has begun bankingdive.com/news/capital-o… via @bankingdive

BREAKING 🚨: U.S. Dollar U.S. Dollar Purchasing Power Decline over the last 400 Years 🚨🚨🚨

Market now pricing four Fed rate cuts this year

Net exports subtracted 4.83 percentage points from GDP in the first quarter … that is the largest negative contribution on record

Policymakers should ensure that the nation's Federal Home Loan Banks—which enable community banks to efficiently support housing finance and community investment—continue to be a reliable source of liquidity for their member institutions says ICBA's @HaynieRon via @AmerBanker: americanbanker.com/opinion/consol…

March pending home sales +6.1% month/month vs. +1.0% est. & +2.1% prior…largest increase since December 2023

Citizens CFO heads to State Street bankingdive.com/news/citizens-… via @bankingdive

BREAKING: The number of unsold completed single-family homes jumped 31,000 year-over-year in March, to 119,000, the highest since July 2009. Unsold completed homes for sale have TRIPLED over the last 3 years. As a share of housing starts, unsold homes jumped to ~12%, the highest since 2012. By comparison, at the height of the 2008 Financial Crisis, this percentage was as high as 45%. This all comes as housing demand continues to weaken due to elevated mortgage rates and near-record home prices. The housing market needs a cool-down.

April @ADP payrolls +62k vs. 115k est. & 147k prior (rev down from 155k)

Artificial intelligence roles the ‘only safe jobs in banking’ World’s biggest banks have increased the number of employees working with artificial intelligence by 13% in the past six months buff.ly/oJS7xf4 | @ComputerWeekly

11.1% of active credit card accounts are currently ONLY making the minimum payment, the most in history 🚨 Probably Fine? 🤔

Thrilled to have @JohnHeltman and @kateberry1 on the pod to talk about Trump vs. Powell, the CFPB on the line and more! Listen on Apple: podcasts.apple.com/us/podcast/ban… Spotify: open.spotify.com/episode/3aoGFx…

Banking passwords stolen from Australians are being traded online by cybercriminals buff.ly/bKphHbl

Services Index from ⁦@DallasFed⁩ fell to -19.4 in April … steep decline from prior month’s -11.3; employment fell further into contraction, outlook uncertainty spiked, and input prices moved higher (again)

BREAKING: Foreign investors have sold $22 billion of US stocks so far in April, according to Goldman Sachs. This follows a whopping $41 billion sold in March, the most in at least a year. High-frequency fund flow data suggests that the biggest sellers have been European investors. However, overseas investors still own ~$16 trillion of US stocks, or ~23% of total US stock market value. As money has flowed out of the US, the Euro has strengthened against the US Dollar by 9.5% since the beginning of March. Will Europeans continue moving money back home?

For the 4th consecutive year, ICBA's @romerorainey has been recognized by @washingtonian in the 500 Most Influential People feature, as part of the publication’s banking and finance list. Join us in celebrating 🎉 icba.org/newsroom/news-…

PayPal Details Agentic Commerce Initiatives and Strategic Focus on Value-Added Services - pymnts.com/earnings/2025/…

Ask yourself this: Is your bank AI-resilient, or just asset-heavy? Because in the age of AI, agility beats size. Every. Single. Time.

GOP Student Loan Overhaul Puts Limits on Borrowing - pymnts.com/debt/2025/gop-…