One Rental At A Time BANKING CRISIS 2.0
Oct 17, 2025
Michael and Matt dive into the brewing banking crisis and its eerie similarities to past events. They break down the risks facing community banks and discuss alarming signs of increased loan losses. The duo analyzes potential regulatory rollbacks and the implications of a looming government shutdown. As the Federal Reserve hints at rate hikes, they explore job market strains and layoff trends. Finally, they share insights on navigating the current housing market and uncover strategies for seizing real estate opportunities.
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Shutdown Risk May Exceed Records
- The government shutdown could extend well beyond prior records if both sides remain dug in.
- Zuber thinks it may break the 35-day record and continue past day 17.
Banking Stress Makes 25bp The Likely Move
- Expect the Fed to prefer a 25 basis-point move rather than a 50 basis-point hike amid uncertain data and banking stress.
- Treat a quarter-point as the most likely near-term policy action.
Fed Focus Shifts Toward Jobs And Neutral Rate
- Fed officials are shifting concern from tariff-driven inflation to labor-market weakness.
- Zuber thinks the neutral rate is higher than some officials claim and that rates won't reach neutral under Powell.