"FED não pode subir juros, está forçando mega-bancos capengas a formar colchão anti-colapso".
JPMorgan CEO Jamie Dimon has vowed to fight the Fed over capital requirements for the big banks. As we all know, the Fed is upping the amount of capital the biggest banks must have on their balance sheets in order to create a safety cushion for the next crash. The Fed’s tougher capital rules give the megabanks an incentive to shrink, but Dimon has no intention of doing that! Erin weighs in. Then, Erin sits down with Raoul Pal – founder of Global Macro Investor and Real Vision TV. Raoul tells us who benefits most from the content he produces on Real Vision and gives us his take on lowflation. His macro view is that we are in a secular shift toward a lower inflation, lower growth environment. This is a driving force for portfolios and makes bonds attractive as an asset class. On the other hand, pal believes the Fed’s policy stance is at odds with other central banks and that this will create economic and market struggles.
