Bank Earnings Exceed Expectations. Pressure for More Bank Equity. Loan Losses Skyrocket. Blockbuster Consumer Spending. Most Dangerous Times Maybe in Decades, Says Jamie Dimon. Costly Green New Deal

It's bank earnings seasons with the four big US banks and one investment bank having so far reported. The picture is positive as measured by earnings. But the underlying picture shows challenges for the banks from pressure to increase their equity to proposed new rules condemned by the industry. DICK BOVE, chief financial strategist at ODEON CAPITAL GROUP, brings us his analysis on bank earnings and the latest challenges.

Consumer spending exceeded expectation in September. Still, BOVE says the American consumer is showing signs of stress, laying out his case why spending is near a new tipping point. Meanwhile, the war between Israel and Hamas has shifted global dynamics, according to the Wall Street Journal. DICK and MAT VAN ALSTYNE, ODEON co-founder and managing partner share their views as investors wrestle with a changed and volatile environment. Elsewhere, there's the costly Green New Deal. Is it as clean as it may sound? We'll discuss. Joining the Conversation is our host, JOHN AIDAN BYRNE.

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