J.J. Kinahan
speaker
57 appearances
1 recordings
1 series
first heard Oct 2021
last heard Oct 2021
J.J. Kinahan’s voice in public audio — every appearance, attributed to the second.
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Appearances
And hopefully there's this overflow effect overall.
And this may still take till the end of Q4, but I think the trend will be a very positive one as we head into 2022.
Absolutely.
If we have anything that comes back on the coronavirus as we head into winter, and I know that that's a big fear across the US, that is the ultimate wild card right now in terms of how that affects the economy.
You know, people...
As we talk about employment, one of the things I think that doesn't get reported enough is people have had to make decisions about whether to go back to the office or how much time they can devote to the office if they have to help school their children, especially those with children in high school and under.
Well, I think as we head into Q4 and 2022, as we look out now, we would expect that there is going to be some pressure on rates to the upside.
Well, with that, what is the main area that will benefit from that?
and that's going to be the financial industry.
Let's face it, overall, the big banks have had every negative thing thrown at them in terms of how they make money over the last couple of years.
Yet with that, because they've done such an amazing job of cutting expenses, finding other ways to create revenue, they've hung in there and done a very good job.
Well, now the primary way we know they make money, what we learned when we were little kids about
you know, you pay out a lower rate on savings and collect a higher rate on loans, the true banking function is finally going to come back for them, which should be very good for their bottom lines because they have done such a great job of cutting their expenses.
The one area that does make me nervous going into this is going to be chips.
It's been amazing how those stocks have done over the last year and a half.
But if there is a supply side issue, does that put them in a very difficult
point of having to make some decisions on how they distribute what they have.
Well, again, the Fed affects it obviously in interest rates.
But if you think about how many bonds this whole taper program, how many bonds they buy every single day, just bringing back that money in general tightens credit throughout the line, which does put upward pressure on interest rates.
That's why tapering is so important because the Fed is keeping an easier free money policy into the market, making loans a lot easier and
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