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Pod 20: March FOMC, Banking Collapses, Jerome Powell, 25 bps, and the Fed Navigating Sticky Inflation

Unusual Whales

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Will Small Banks Cut Back or Will Large Banks Have Cut Back?

Banks have slowed the magnitude of credit creation that they were providing into the economy and, you know, close to essentially zero over the course of the last few months. This is a completely different market economy than the last 40 years. It's not about asset expansion it's about people on the bottom actually having more savings. We haven't made much progress yet. Look at the Atlanta Fed wage tracker. You know, one of the best time he reads on things, nothing's changed in the last six or 12 months. And I know that the Fed sees that. The question is, are they going to do something about it, or will they get skittish given a little bit of

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