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Bloomberg Surveillance: A 'Golden Buying Opportunity'

Bloomberg Surveillance

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Banking Sector Outlook and Potential Winners

This chapter analyzes the potential for investors to earn outsized returns in the banking sector in 2024, including the impact of yields and interest rates. The conversation delves into the performance of JP Morgan as a risk-off trade and explores the potential for Bank of America and Citigroup to thrive in a risk-on environment. The chapter also discusses the concept of a 'source of funds' and highlights the challenges and opportunities for Citigroup's turnaround under Jane Frasier's leadership.

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