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Episode 101: TakeAways from Bank Earnings Q1 23

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Manage episode 361604109 series 3276605
Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/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 episodes

Artwork
iconShare
 
Manage episode 361604109 series 3276605
Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/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 episodes

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