In this episode, we discuss the key takeaways from US bank's Q1 2023 earnings and more.

The episode is based on yesterday's newsletter which is available on Substack.

A transcript of this podcast, with relevant images and quotes, is available for all subscribers after the show notes below. Our podcast is available on Apple Podcasts, Spotify, Google Podcasts, YouTube, and Amazon Music.

Show Notes

00:00:00 Introduction

00:00:07 Slowly Declining

00:02:18 What Will the Fed Do? 

00:03:18 Banks are Stable For Now 

00:04:42 Credit Metrics Look Good

00:06:23 On Semis and Pool Demand

00:08:20 Freight Recession

00:09:10 Tesla Slashing Prices

00:11:06 Big Week Ahead

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