R. Christopher WhalenMay 246 minInterest Rates, Deficits & InflationWe think it is reasonable to push expectations of a cut in the target for Fed funds into Q1 2025.
R. Christopher WhalenMay 227 minMBA Aftermath; Profile: Merchants Bancorp (MBIN)When NYC is forced to recognize reality, it will already be too late to avoid another fiscal crisis.
R. Christopher WhalenMay 206 minJoe Biden Goes Subprime; Should Citi Buy NYCB/Flagstar?Citi is a subprime lender. They should be directly involved in government lending.
R. Christopher WhalenMay 157 minThe Bull Case for Large BanksBig banks have big CRE exposures, too. So what drives this marvelous progression up the wall of worry?
R. Christopher WhalenMay 137 minYellen FSOC Punts on Mortgage Servicers; WGA Bottom 25 Banks Are there bank bargains down in the cellar waiting to be discovered?