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Nicholas Glinsman on Banks, Commercial Real Estate, and China

Forward Guidance

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The Fed's Cuts Are Imminent

I don't think they'll cut this here unless they've really broken something. It's been reasonably well controlled. I think maybe a handful of other regional banks are probably exposed and we may seem some more accents, but they have controlled it. What I say that not seen is probably private equity and private credit, the shadow banking system. We had called in January for some sort of credit crunch in March, April, which actually came to fruition.

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