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Nicholas Glinsman on Banks, Commercial Real Estate, and China

Forward Guidance

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The China Debate on Decoupling

Bank of America is losing deposits, but they can more than compensate for that. Office segment owned probably directly by a lot of insurance companies. Retail deposit rates are something like from Bank of America, like 16 basis points. It's horrible. They're letting them leave. If they, yeah. That's my bank and you sit there going. And I have very little choice because I'm off-shore. So I can't go to Apple and get 4% plus.

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