What podcasts say about Hannah Horvath
Every statement, with the speaker, the exact quote and the moment it was said.
What Hannah Horvath has said on podcasts
13 statements · 4 positive · 6 negative · 2 mixed · 1 neutral
Market volatility increases trading activity and trading-desk revenue.
“lots of volatility, which makes the markets move around a lot. Clients want to move their money around a lot. And so those trading desks are going to make money off of all that activity.”
Open the episode · Volatility Boosts Bank Earnings & SpaceX’s Mobile PushListen at 1:24
Credit demand remains strong, while rates and uncertainty hinder transactions.
“the economy is still creating plenty of demand for credit, but higher rates. and uncertainty are making certain transactions harder to get done.”
Open the episode · Volatility Boosts Bank Earnings & SpaceX’s Mobile PushListen at 3:39
The economy is growing healthily, but sustaining growth is becoming more expensive.
“the economy is continuing to move at a surprisingly healthy clip, but maintaining that growth is going to get more expensive”
Open the episode · Volatility Boosts Bank Earnings & SpaceX’s Mobile PushListen at 5:26
Borrowers are mostly current, but payment performance may deteriorate soon.
“borrowers are still largely keeping up with those payments, but that might change in the coming months.”
Open the episode · Volatility Boosts Bank Earnings & SpaceX’s Mobile PushListen at 6:56
Higher deposit costs will eventually reduce banks’ profit margins.
“At some point, what they are paying depositors is going to start eating into their profit margins.”
Open the episode · Volatility Boosts Bank Earnings & SpaceX’s Mobile PushListen at 8:41
AI spending is offsetting the economic drag from high interest rates.
“AI spending is one reason why high interest rates haven't slowed down the economy as much as you might expect.”
Open the episode · Volatility Boosts Bank Earnings & SpaceX’s Mobile PushListen at 9:16
Headline CPI is expected to rise to roughly 3.7% from 3.4%.
“headline inflation jumping to roughly 3.7 percent from 3.4 in August”
Open the episode · Volatility Boosts Bank Earnings & SpaceX’s Mobile PushListen at 10:02
Core inflation is expected to be about 2.5% annually.
“Core inflation, so when you take out food and energy, is expected to be much calmer, about 2.5 percent annually.”
Open the episode · Volatility Boosts Bank Earnings & SpaceX’s Mobile PushListen at 10:09
Hot core inflation could spread price pressures and keep Fed rates higher longer.
“if core inflation also comes in hot, that could be a red flag. It could mean that price pressures are spreading into the broader economy, which might force the Fed to keep interest rates higher for longer.”
Open the episode · Volatility Boosts Bank Earnings & SpaceX’s Mobile PushListen at 10:30
High material and energy costs may squeeze corporate profit margins.
“PPI will tell us whether these high material and energy costs are going to squeeze corporate profit margins.”
Open the episode · Volatility Boosts Bank Earnings & SpaceX’s Mobile PushListen at 10:50
Additional spectrum could help Starlink build a hybrid satellite-ground mobile network.
“Acquiring this additional spectrum could help it build a mobile network that combines satellites in space with infrastructure on the ground.”
Open the episode · Volatility Boosts Bank Earnings & SpaceX’s Mobile PushListen at 15:22
SpaceX may compete directly with its current mobile-carrier partners.
“SpaceX had operated on the satellite side of the business, and now it has the potential path to compete directly with those companies that it's partnering with.”
Open the episode · Volatility Boosts Bank Earnings & SpaceX’s Mobile PushListen at 16:13
The smart-home industry is projected to exceed $1 trillion within ten years.
“that industry is projected to surpass $1 trillion within the next decade.”
Open the episode · Volatility Boosts Bank Earnings & SpaceX’s Mobile PushListen at 21:06
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.