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Pod 20: March FOMC, Banking Collapses, Jerome Powell, 25 bps, and the Fed Navigating Sticky Inflation

Unusual Whales

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Home Loan Bank Discount Windows CDs, Current Deposit Rates - What's Coming?

Randy Cevallos: I can see what's coming for these banks and what, man, we need them. He says even though my assets are going to reprice they're going to re price pretty slow because duration's extended. "I think the collateral's worth 70, 80 cents, 90 cents, but we'll lend you full part," he adds. 'That's never known that to be done'

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