Fed Balance Sheet effect on S&P 500
6/27/2020 05:30:35 am
Given the future of interest rates, how will banks make money on loans? Net interest margins will be squeezed for years. Unless a bank generates significant capital markets revenue, it will be tough going. Can the US grow out of the balance sheet?
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Dan Niles is founder and portfolio manager for the Satori Fund, a tech-focused hedge fund.