MRKT Call: The Banking Crisis Isn’t Over, It’s Just In Remission
RiskReversal Pod
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The Bank Crisis in Remission
Moody's just downgraded a raft of banks you know again and if you look at that list of banks it looks a lot like the list of banks people compiled in March. I don't think that we're gonna see any of these go under and we're not likely have another run that is going to be deemed to be systemic but equity valuations or equity in general seems to be the thing that's got to target on its back in the space right.
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