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All about the Banks, Peak Yields?, and “Textbook Bottom” Buys 10/17/22

The Exchange

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What's Going to Happen in the Northeast?

We have a just in time inventory situation and with Europe really the big kind of question about what's going to happen between now and December 5th. I would venture to say that we're seeing just absolutely but less refinery margins. The Jones Act is as close to sort of something that's unassailable for politicians as could be. A rare warning from US intelligence about China's growing threat to American business well if you're in abroad. Amy Jivers has more.

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