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Tough Spot For Fed + SVB Coffee Crisis Chat

MRKT Matrix

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First Republic Bank Is a Great Retail Bank

First republic bank has a great franchise and everything's kind of out in the open right now so i think if they need to they'll this is my point about jfie morgan or some of the bigger banks getting potentially bigger. They got exposed just on the comp to silicon valley and looking at their portfolio it's easy to see schwab is the same. cherries have pulled in you know hundred bases on the two year the whole curve is a flattening a bit and coming in. The U.S. treasury market should be the most liquid place to trade on planet earth but that hasn't happened for decades.

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