1. Looks like bank earnings are up (caveat that trading primarily drove the earning beats but IB revenues are trending back up)
2. bank CEOs seem positive about M&A from their comments
3. Markets at ATH
4. Quarter point rate drop expected at the minimum coming up, followed by another before YE
5. How is activity at everyone’s funds?
6. Fundraising still looking slow but any thoughts on when we may see that normalize?
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