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Markets Look Past Silicon Valley Bank's Collapse | Weston Nakamura

Inflection Point

00:00

Cpi

CPI came out right within expectations, but it's a really interesting time for CPI to come out. We're in the midst of something much broader and bigger that's taking it to kind of, uh, let's take it over and out. Any sort of market reaction might be an unwind of a previous trade put on yesterday with this sort of, you know, so-called value bank, regional bank thematic theme in mind. So I think that right now, like there's no way to look at the CPI, uh, release at the market reaction and be able to get any sort of clean read at all.

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