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Is not necessary to raise rates anymore, as the economy is likely to slowdown in seconf half of the year. But the FED will most likely do it.<ref>https://www.youtube.com/watch?v=Y26kAUOwB0M</ref> | Is not necessary to raise rates anymore, as the economy is likely to slowdown in seconf half of the year. But the FED will most likely do it.<ref>https://www.youtube.com/watch?v=Y26kAUOwB0M</ref> | ||
- Banking | - Banking sector will continue to be under stress | ||
Credit losses from CRE and other sectors under stress | Credit losses from CRE and other sectors under stress | ||
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- Debt Ceiling uncertainty | - Debt Ceiling uncertainty | ||
- Credit crunches dont happen often, so ability to predict the effect on the economy is difficult. | - Credit crunches dont happen often, so the ability to predict the effect on the economy is difficult. | ||
=== Jim Bianco === | === Jim Bianco === |