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Episode 101: TakeAways from Bank Earnings Q1 23

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Manage episode 361604109 series 3276605
Indhold leveret af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

112 episoder

Artwork
iconDel
 
Manage episode 361604109 series 3276605
Indhold leveret af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

112 episoder

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