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From Gavekal's Will Denyer and Tan Kai Xian

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David Hay
Feb 07, 2024
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Hello, Founding Members!

This is an important note from Will and KX, in my view. 

My anticipation for months has been that the banking crisis that took down three semi-large banks last year is not over. For a while, that looked off the mark (I was early, as usual!). But this piece reveals it’s not just NY Community Bank that is on the Fed’s radar for acut…

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