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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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CRE, You Know, Is It Going to Crush Banks?

Roland Martin: All that lending is competitive guys. And the way that those loans were to get the business, you know, in the last five years, it's pretty tight on the cash flow. So when you take your refinancing rate up, 150, 200 basis points, that's a problem. That right there is going to perk the valuation of that property immediately. If they haven't been able to keep up, raising rates and raising rentals and all that, it's going to have an effect on those valuations. Is it going to crush banks? No, but it'll continue to compress an interest margin. I'm trying to tell everybody it's common man. It's

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