NQ > Thanks > I was just about to ask you > what I was forgetting that was our heavy subject matter earlier >
OK > here is some "good logic / bad logic stuff to ponder on > kinda lengthy But good on what's going on and Levels etc. Monday 3 PM and for that matter "the week ahead"
We talked about this > BUT that was some time ago And forget about the rate cuts > One or NONE and maybe a hike for the year > Banks ( Do stupid things / Win stupid prizes) >
U.S. Banks finished the year with almost $400 billion of unrealized losses on held-to-maturity assets. The assumption is this wouldn't be a problem because the Fed would cut A LOT this year but what if that doesn't happen? > >>> Add to this the fact that ((( last week))) - seasonally-adjusted for tax-season - US banks saw the largest deposit outflows since 9/11 (yes, that 9/11).
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