In this episode, we discuss the key takeaways from US bank's Q1 2023 earnings and more.
Show Notes
00:00:00 Introduction
00:00:07 Slowly Declining
00:02:18 What Will the Fed Do?
00:03:18 Banks are Stable For Now
00:04:42 Credit Metrics Look Good
00:06:23 On Semis and Pool Demand
00:08:20 Freight Recession
00:09:10 Tesla Slashing Prices
00:11:06 Big Week Ahead
In this episode, we discuss the key takeaways from US bank's Q1 2023 earnings and more.
Show Notes
00:00:00 Introduction
00:00:07 Slowly Declining
00:02:18 What Will the Fed Do?
00:03:18 Banks are Stable For Now
00:04:42 Credit Metrics Look Good
00:06:23 On Semis and Pool Demand
00:08:20 Freight Recession
00:09:10 Tesla Slashing Prices
00:11:06 Big Week Ahead