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Value After Hours S05 E16: Cam Harvey on 10-3 Inversions, Recession Risk, False Signals and the Fed

The Acquirers Podcast

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The Fed's Analysis of the Banking System

I would go and ask for another stress test with a realistic scenario at minimum. This is pretty simple exercise. Let's say the Fed is thinking of another 25 basis point hike. Then go do the math and figure out the duration exposure of all these banks. And figure out how many additional banks go negative equity when you do this. So, it's kind of a simple piece of information.

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