Central Loves there for the NASDAQ that's a scorecard on Wall Street but

winter's stay late welcome to closing bell overtime I am John Fort with

Morgan Brennan and coming up on today's show a hundred sixty billion dollars worth of advice. We're going to talk to Bain Capital

co-managing partner John Coniton about how inflation and rates are coloring the way

he sees opportunities. Plus we'll game out the way he sees opportunities.

Plus, we'll game out the Fed's next move

following today's inflation print

and the release of those Fed minutes

when we're joined by former Dallas Fed President Richard Fisher.

But now let's get right to the market action with our panel.

Joining us is Double Line Capital Deputy CIO Jeffrey Sherman and Crescent Capital Founding

Partner and Cresset Capital Founding Partner and CIO Jack Ablin.

Guys, welcome Jack. You from here. C. I. O'

Jack, you from here, now that we've got the C. P. I print, we've got the commentary from the

Fed, you say that earnings are important. So tell me about bank earnings, particularly

regional banks, what are the most important signals to watch from here?

Right, so of course it's deposit gathering. Are they able to gather deposits?

Because if they're not, they're going to have to reduce their loan book.

We're seeing over the last two weeks, for example, commercial real estate loans

among small and regional banks down by 30 billion.

So what we're watching is not only the banks, we're watching the blowback on credit.

So, you know, kind of a couple of pieces in play here.

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