Thursday, Quick Commentary from

The Distilled Perspective
of Patrick T Bulger Capital Management & Analytics

• Banks

Weakness in major bank earnings reports,
3 major bank names go to the street for borrowing 10s of billions,

What are they preparing for?
Doesn't sound like strong and profitable, does it?

• International Monetary Fund (IMF)

Talk coming out of,
Venezuela and defaults.

• Philly and Empire State Manufacturing reports:

I still see weakness and
I still see margin squeeze.

• Meanwhile, Hawkish Fed Talk presents potential for Currency Strength.
• Fed Speak from Bostic, Government Shutdown to distort data into April.

Risk Perception Still High,
Data Releases Still Disrupted.

• Your Solution: Stay Tuned Here

For you, we will continue to sort through the spin and confusion.
We are satisfied with our non-government generated data that we follow.

• If you haven't already, visit last Friday's Wrap. It's in the blog.

Thanks for reading,
PTB

#Data #Banks #LendingRisk #investmentrisk #AI

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