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Parik Patel @ParikPatelCFA ยท Mar 19, 2023
  • From Twitter

has good threads

Tweet Mar 13, 2023
1/10 The USG response has likely stemmed contagion. However, $SIVB saga has effectively forced the mkt to price the entire Fed Funds rate into the funding cost of the regional banking system. An acceleration in lending contraction is here.
by Ravi Tanuku
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