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Unusual Whales Pod #11: 2.6% GDP, the American economy at large, and risks in the Treasury market

Unusual Whales

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The First Cracks Are Going to Open Up in Securitized Lending

Bob Greene: I think your first close going to be in securitized lending which is what i mentioned earlier um we're already starting to see cracks there in terms of wider spreads. He says the problem surface on the private lending side first where a lot of wealth has gone into private credit that's being used to facilitate leverage buy out financing and there's just not as much of an appetite on the part of the banks to keep participating, he says. Greene: The fed is much more confident in the health of the banking sector today such that any sort of detonations in the non-banking side won't likely spill over into the banking side yeah.

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