In our first episode of the earnings season, we discuss our key takeaways from the big banks that reported including takes on credit quality, the possibility of a hurricane coming and the state of the consumer.
Show Notes
00:00:00 Introduction
00:00:07 Big Banks Report
00:01:01 5% is the Place to Be
00:01:56 Consumer Dipping into Savings and Credit
00:03:05 No hurricane
00:04:04 Dollar Down
00:05:41 Search for Yield
00:06:59 The State of Semis and Auto
00:08:50 Conclusion
In our first episode of the earnings season, we discuss our key takeaways from the big banks that reported including takes on credit quality, the possibility of a hurricane coming and the state of the consumer.
Show Notes
00:00:00 Introduction
00:00:07 Big Banks Report
00:01:01 5% is the Place to Be
00:01:56 Consumer Dipping into Savings and Credit
00:03:05 No hurricane
00:04:04 Dollar Down
00:05:41 Search for Yield
00:06:59 The State of Semis and Auto
00:08:50 Conclusion