• Apr 07, 2023
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  Right now it's banks, then it'll be earnings, then liquidity in maybe June - Mike Wilson
  

   

  Debt ceiling debate this summer.

  
  

  'Because they've tried to alchemy out some of these sort of economic downturns, we might find ourselves where all the chickens come home to roost. In an inflationary manner, because they can't use the same playbook to take interest rates down, and we end up in a stagflationary environment. - Dan

  
  

  The banks are not operating as fluidly.
  

  
  

  
  
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  Right now it's banks, then it'll be earnings, then liquidity in maybe June - Mike Wilson<br><div> </div><div>Debt ceiling debate this summer.</div><div><br></div><div>'Because they've tried to alchemy out some of these sort of economic downturns, we might find ourselves where all the chickens come home to roost. In an inflationary manner, because they can't use the same playbook to take interest rates down, and we end up in a stagflationary environment. - Dan</div><div><br></div><div>The banks are not operating as fluidly. <br></div><div><br></div><div><br></div>

  Right now it's banks, then it'll be earnings, then liquidity in maybe June - Mike Wilson
  

   

  Debt ceiling debate this summer.

  
  

  'Because they've tried to alchemy out some of these sort of economic downturns, we might find ourselves where all the chickens come home to roost. In an inflationary manner, because they can't use the same playbook to take interest rates down, and we end up in a stagflationary environment. - Dan

  
  

  The banks are not operating as fluidly.
  

  
  

  
  

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