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I was not surprised that how strong those results have been so far for the big banks like JP Morgan and Wells Fargo, because they really benefited from what happened in the spring. As comms get a little harder, interest rate levels stay high, you're still going to see a lot of rotation out of a lot of these assets that sit on the books of the banks. And plus, as as Jamo said, the credit issue is going to rise. It might rise slowly, but there's a lot of commercial real estate on the books. Those take time to work off, but I think they're going to see some elevated charge off certainly in the near future.
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