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Nicholas Glinsman on Banks, Commercial Real Estate, and China

Forward Guidance

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The Fed's Political Battleground

The term bull-D inversion is so helpful. Because two-year yields fall, not because 10-year years rise. What if a bank, a big bank, had court of dare fails, and there's a lot of political pressure to the Fed to cut rates? Well, interestingly enough, what did they do ahead of the midterms? SPR release. That was the, that was the administration. And remember, who put Jay Powell in and remember what party with with with him is affiliated.

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