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CNBC
The New Bank Supercycle
The backdrop is conducive for further upside. At higher interest rates and with the economy growing, banks can churn out massive profits.
Bloomberg TV
Inflation: When is the Future the Present?
Contrarian view on inflation. Ten years of low rates, low growth and no inflation post global financial crisis is impairing the market’s ability to see what is happening.
Bloomberg TV
The Narrative and Reality are Disconnected
Banks give a strong lens into the economy. Asset quality is trending better. Higher rates are not as restrictive as feared. The long and variable lags that would normally be transmitted through the credit channel hasn’t happened.
Articles
The Hard Data Signals the Fed Should Not Cut Rates
Financial Times
Policy setters should not be swayed by a false narrative arising from soft economic surveys.
Smaller Banks Are Scrambling as Share Prices Plunge
New York Times
Investors are not convinced that regional banks including PacWest and Western Alliance can remain viable. Some are actively betting on their demise.
Credit Suisse Bond-Wipeout Threatens $250 Billion Market
Wall Street Journal
About 16 billion Swiss francs, or about $17.3 billion, of the bank’s additional tier 1 bonds will be completely written down…
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