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Robert Armstrong dissects the most important market trends and discusses how Wall Street's best minds respond to them. Sign up here to get the newsletter sent straight to your inbox every weekday.
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How the story ends
Also, more on CRE, and Apple vs Google
The crisis phase will give way to profit pressure
The banking crisis is a mystery to the Fed, too
Steady on, Jay
Plus, people are worrying about commercial real estate
Plus, regional bank lending matters a lot
Why the market turned against the bank
The fear bug jumps to Europe
Is protecting uninsured depositors really so bad?
And have rates gone mad?
Plus the jobs report
All we have to fear is fear itself, and that’s plenty
The catalysts have fizzled
Fed chief says pace of rate rises matters in battle against inflation
And share compensation expense
And what it might do instead
Room to grow margins, tons of cash flow — and bad habits
And does Goldman need an activist?
And what it means for the economy
Plus, US stocks are expensive
And Buffett on buybacks
The legal gymnastics are ugly, but maybe not so bad
Plus, Australia’s RBA under fire
And the Fed’s inflation target