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Return Of The Bull Market? | On The Margin Round Up

Forward Guidance

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The Fed's Plan to Increase Capital Requirements

The majority of banks in the United States are not having a good time with high interest rates, put it lightly. I actually think that the large banks are in a quite strong position and they could lend much more if they wanted to. And I don't know whether large banks will be there to fill in the gap in the great financial crisis when large banks withdrew lending so much. John Tuhigg: Liquidity in the loan market is not there or If there's no liquidity, other things such as commercial real estate loans can just plug out because there's no bid and the phones are silent.

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