We devote today’s double podcast to discussing statements made by the US Office of the Comptroller regarding the future composition of the US banks and then we assess the recent Q4 results for the so-called TBTF banks. We then move onto why there is increasing discontent amongst the ranks of the ECB and what the new calculation method for US CPI might mean going forward and why the maturing $11tn USTs in the next 2 years is going to pose yet more problems for the Fed as it seeks to continue its policy of QT.

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