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Thoughts From The Divide: Hold On Tight

BY JON WEBB
“It’s obvious that there’s going to be stress and losses”. The comment is from Janet Yellen’s comments this week and comes from the discussion of the ongoing CRE dumpster fire. Stress and losses aside, the Treasury Secretary was unruffled, following up with the comment, “I hope and believe that this will not end up being a systemic risk to the banking system.” Yellen did admit that size matters. While “The exposure of the largest banks is quite low,… there may be smaller banks that are stressed by these developments” Read more →

February 18: The Week Ahead

BY TEMATICA
A short week, but some good earnings insights ahead Read more →

Tariff Clarity? Earnings Pre- Announcements?

BY TEMATICA
March ISM and jobs data will shape expectations for Powell's Friday comments Read more →
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