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Pod 22: 5.0% CPI, the Macro + banking landscape, rate hikes or pauses, the federal reserve's decisions and inflation

Unusual Whales

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The Economic Impact of Banks Tightening Their Lending Standards

I think the underlying causes of the banking issues are multiple. If the Fed is going to continue driving with QT, there's going to be continued liquidity issues that we see unless there's a substantial change elsewhere. I'm just curious about the potential economic impact of banks tightening the lending standard. The overall trend is towards tighter credit standards towards less loan origination. That plays into both inflation and the economy as to whether that impacts headline inflation.

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