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Chris Whalen on Big Bank Earnings and the Return of Credit Risk

Forward Guidance

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The Disturbing Effects of Quantitative Easing on the Commercial Banking System

The Fed is playing God with the bond market and they need to understand that there has to be some symmetry. The banks are going to get crushed if yields on loans don't go up as well, says John Defterios. "They should tell the Fed in New York every time that 10 year gets anywhere near three and a half south"

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