Strategas' Tzitzouris Sees More Bank Failures Ahead

The video discusses the ongoing banking crisis, exploring whether it can be resolved and the potential for more bank failures. It examines the impact of credit tightening on the US economy and the role of monetary policy. The video also analyzes yield spreads to gauge the health of banks like PAC West, and discusses how net interest margins have been compressed due to changes in funding costs and asset yields.

In what ways have net interest margins for banks changed over the last two years?

What challenges do banks face regarding their funding costs and asset yields?