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Nicholas Glinsman on Banks, Commercial Real Estate, and China

Forward Guidance

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The Risk of a Recession Coming In

If unemployment stays here until that inflation rate is sub three, why the Fed gonna come? They're not. There's no reason to. So that will create a whole different interest rate, risk-free environment. And we have to see, the market will tell you when there's a recession coming in. It's that bull steep through the Treasury curve. If you see that, and we've had a partial bull-D inversion, but if the two's tens gets to positive, then you know, stuff is getting bad.And that's the risk. Keteris Parabas: All things being equal, maybe one or two more of these regional banks, they can be

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