April 10, 2023

Eye of the Storm Podcast with Michael Filighera and Dan Ascani 4/08/2023

Tonight’s discussion starts with the Equity market action – with another look at the importance of understanding why the markets seem to hover in the current range regardless of news. Also, we discuss Interest Rates – Yields going down? – What about that Recession – How’s the Banking Sector – Next weeks CPi and PPI data. And finally Dan includes a discussion on the Dallas Federal Reserve Bank’s Banking Condition Survey – what does it mean for the banking sector – also included in the discussion is what the next possible “Black Swan” could be — Commercial Real Estate – with a look at the situation in San Francisco.