Inflation Alert! US Unit Labor Costs Soar in Q4 2022 To 3.2%, 2x Expectation Of 1.6%, UP 6.50% YoY (The Worst In 30 Years) March 2, 2023 10:54 pm
Seems like soft landing is always the expectation – it just does not have a good track record. February 4, 2023 11:23 am
Bad Santa! 10Y Treasury Yields Jump Above 1.60% as Expectation Of Fed Hikes Grows (Mortgage Rates Expected To Rise) January 3, 2022 5:51 pm
I think OCC’s report provides an expectation for a +100bps (+1%) interest rate hike. All of their models showing smallest largest losses for banks will occur when +1% increase in interest rates. Except for the big boys with >$10B, which would lose less with +300bps (+3%) in interest rate. November 24, 2021 1:35 pm
