By coinnews 
00:00 Speaker A
So what are you anticipating then when it comes to earnings results this Friday in terms of net interest income and in terms of any warnings moving forward that could be a risk to NII?
00:12 Speaker B
Yeah, I think companies have a hard time giving anything, uh, in with precision, right? We are, we are still in the middle of this. And so, um, I think that companies going to be very guarded in terms of what they say that would be kind of a long-term view. Um, anything short-term, I think is going to be, uh, dictated by what they’re seeing in the market really, you know, at this point in time. Um, but I, but I don’t think you’re need a lot of guidance on areas like net interest income or if you do, um, it’ll be, um, with a kind of a broad scenario range. I mean, so my, my view is earnings, I hate to say they don’t matter, but right now we are in a macro market, macro first meaning, you know, what happens with tariffs and really the, the ultimate economy is what’s going to drive sentiment in these stocks. And so if we get, you know, any view of stabilization, even if it doesn’t have earnings in the near term, these stocks do well. And vice versa, uh, you know, if you start to see this trickle into the real economy and a slowdown, then, you know, like I said, there’s still more downside in stocks in a recessionary scenario. But I, I like that where we’ve come off of, we came into the year with valuations, really kind of record highs. We’ve now taken all that excess out, we’re below average. So we’re starting to get into more interesting areas I think for investors that have a longer term horizon. P