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Surveillance: Below-Forecast US Jobs Data

Bloomberg Surveillance

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The Revisions to the Bank Earnings Report

After SVB, from where you sit, have we seen a new enhanced financial supervision? Is there something new in the religion of looking at the banks after what we saw a number of weeks ago? I think one thing that they are now focusing on is interest rate risk. And my hunch is that my former colleagues at the Fed and the other regulators are keenly focused on that issue now. They weren't before.

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