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Marc Rowan, First Republic, Stagflation, and AI (Podcast)

Bloomberg Intelligence

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The Fed and the Bond Winnings

Herman Chan: The FDIC is offering a law share agreement on the loans for First Republic, and they're offering some financing. He says dealing with JP Morgan is more advantageous for the regulators. Liz McCormick: There's something being released throughout this week that markets will be looking at. Tom Essie: I think people are saying well, stocks and things are holding an okay because the market is priced for a hike.

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