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Thoughts on rising rates impacting $FI and broader financial services offshore
Watching $FI, trading around 63.8 today, and wondering if the sustained higher rate environment, especially internationally, starts to put a squeeze on some of these financial infrastructure plays that rely on credit availability and transaction volumes. It's not a direct hit like a bank, but the ripple effects are real for their client base.
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That's a fair point about the ripple effects, especially if transaction volumes start to dip or client's borrowing costs increase significantly. I'd also consider how their specific revenue streams are diversified beyond just credit-sensitive areas.