Banks reporting a bad Q4. The bad thing is… it is coming from the big banks. What does this say about the greater banking sector? Regional banks, probably not looking forward to reporting Q4 earnings. A deep dive into the important stuff out of the bank earnings released today, while also taking a look at what happened yesterday on the BTFP & overnight reverse repo front. The jobs market is misleading from those who report it. We dive into the NON SEASONALLY ADJUSTED jobless claims numbers to prove the labor market is much more fragile than the Fed wants us to believe. Gold and oil on the rise. We take a look and make sense of those markets as people cry for higher from both, we make the case that may not be what comes next. Taiwan hosts elections tomorrow. What can we expect
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