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Pod 22: 5.0% CPI, the Macro + banking landscape, rate hikes or pauses, the federal reserve's decisions and inflation

Unusual Whales

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Should Banks Be Worried About Net Interest Rate Margins?

The Fed is kind of benefiting from the fact that the market thinks it's going to cut and the financial stability elements that come from that. But if they don't follow through, that will bring that back into the fore. And you could see things in sort of the capital markets, as Joseph was mentioning, the CMBS market or the RMBS market, the, you know, all these capital markets where a lot of debt origination happens,.

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