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Logan Riffs on SOMA; XYZ and SYF Say No Recession Yet
Like 2023 and 2024, the year 2025 may end up being relatively stable, yet investors remain worried about stealth externalities.
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Feb 25
8 min read
Funding & Credit: Q1 2023 Bank Earnings Takeaways
The issue is not whether your bank is getting smaller, but whether credit expenses are being managed as funding costs inevitably rise.
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Apr 17, 2023
4 min read
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