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This is NOT 2008 | Harris Kupperman
Forward Guidance
Is Rising Interest Rates Good for Banks?
There's a tipping point when you have the fastest rate hiking cycle that we've had, like stuff's going to break. Right. And I think you've hit that tipping point because we've learned that a bunch of banks that were thinly capitalized can't take what happens when interest rates go up. Their bonds go down and their equity goes the proof. It's much better, you know, if you look at Japan where they're slowly raising rates,. Like it's going to be incrementally better, mainly just because it's so miserable for so long.
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