Interest Rates Impact
Julia highlights the challenges posed by rising interest rates, particularly for midsize and smaller banks. She points out that while tech valuations are sensitive to monetary policy shifts, the credit channel's response is more complex and less predictable than asset markets. This conversation reveals how tightening credit could subtly slow down the economy, with potential ripple effects across various sectors.In this clip
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Odd Lots
The Real Pain From Rate Hikes May Still Be on the Way
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