Morning Call Bank Earnings on Tap, Consumer Spending Pressures, and Investing With Higher Rates 10/13/23
Oct 13, 2023
Bank earnings season begins with concerns about loan growth and consumer spending pressures. Build-A-Bear CEO talks about credit card pressures impacting spending. Investing strategies for higher interest rates are shared by Gilman Hill Asset Management and GLJ Research. The podcast also discusses Microsoft's takeover of Activision Blizzard and the volatile situation in Jerusalem.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Microsoft's Takeover of Activision Blizzard Approved
02:34 • 6min
Bank Earnings, Bond Holdings, and Short Selling in Financials
08:51 • 2min
Bank Stock Setup and Gaza Strip Evacuation
10:55 • 3min
Volatile Situation in Jerusalem and Investing in a 5% World
14:15 • 9min
Market Conditions and Bank Earnings
23:37 • 25min