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Nicholas Glinsman on Banks, Commercial Real Estate, and China

Forward Guidance

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The Structure of the Rate Cycle

Greenspan was the expert at 25 basis points move. He did higher rate hikes and rate cuts, but those were usually in exceptional circumstances. Time has been compressed, right, time to react to stuff has been compressed. We told clients, buy sterling here. You always buy sterling when it's close to one to the dollar, close to parity. It was a great buy.

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