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Erica Najarian
UBS large-cap bank and consumer finance analyst who provides analysis of bank earnings, credit quality, and industry risks such as NDFI exposure.
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Oct 14, 2025
• 42min
SOTS 2nd Hour: ECB President Lagarde, Banks Breakdown, & ETSY CEO Talks AI 10/14/25
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Christine Lagarde, President of the European Central Bank, explores trade tensions and their impact on global growth and inflation. Etsy's CEO, Josh Silverman, discusses the company's transition to the NYSE and how AI is revolutionizing personalized commerce. Scott Reckler of RXR Realty shares insights on NYC's booming commercial real estate market, highlighting trends in office leasing and conversions. Erica Najarian analyzes bank earnings and industry risks, providing an expert view on credit quality challenges.
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