Trading Points: Banks, Interest Rates & MSRs

April 17, 2025 | Premium Service | A number of readers have asked us about what happens to financials and the broader markets under President Donald Trump? The answer is remarkably consistent with the basic view of markets and the economy prior to November of last year. The new addition of tariffs to the narrative has everyone’s attention, including economists and members of the Federal Reserve Board, but these same observers have been calling for a recession that has not materialized. 

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