Investors rushed to safe cash over the past week like there was a pandemic afoot.
Author: therealheisenberg
Signs Of The Financial Apocalypse
If you’re wondering whether recent events — and by “recent events” I mean bank runs,
First Republic Rescued, Dimon Met With Yellen
America’s top bankers and key government officials seemed pretty pleased with themselves in the US
Wall Street Rescues First Republic. Executives Sold Stock Before Collapse
The big guys (and Jane Fraser) came to the rescue for beleaguered First Republic, which
Nascent Housing Recovery Faces New Test In Regional Bank Crisis
Not surprisingly, US mortgage rates dropped over the last week alongside falling US yields. The
TikTok Gets A Biden Ultimatum
The never-ending TikTok soap opera may finally be nearing some manner of resolution, albeit not
ECB Forges Ahead Despite ‘Current Market Tensions’
They pre-committed. So, they followed through. Consistent with the forward guidance that accompanied the February
‘Everything Is Fine’: Saudis Suggest Credit Suisse Turmoil Was Misunderstanding
Yesterday, Ammar Al Khudairy was “absolutely not” going to invest another dollar (or riyal or
US Jobless Claims Plunge Most Since July
So much for the spike in US jobless claims. Last week, data showed initial filers
Bank Drama Hits GDP Forecasts As Goldman Cuts US Outlook
What a difference a few weeks makes. This time last month, market participants were convinced
Credit Suisse To Tap SNB For $54 Billion In Liquidity
Near the close of US trading on Wednesday, the SNB and the Swiss Financial Market
Credit Suisse In Talks With Swiss Government: Report
The Swiss government is in talks with Credit Suisse about options to shore up confidence
Credit Suisse Spirals As Bank Crisis Threatens To Claim A SIFI
I’m the last person to yell “Fire!” in a crowded theater. I’m also instinctually averse
‘The Moment Is Upon Us’
“It feels like that moment is upon us,” Morgan Stanley’s Mike Wilson wrote earlier this
‘Many More Problems’ To Follow SVB Collapse, Dalio Says
[Editor’s note: Ray Dalio occasionally conducts “ask me anything” sessions on social media, Reddit first
Behold: The Most ‘Brutal’ CTA Shock In History
It’s been a tough several days for… well, for pretty much everybody, really, except for
Fed ‘Pause’ Hopes Get Boost From PPI Drop
US producer prices unexpectedly fell last month, data released on Wednesday showed. Separate figures, released
Let’s Hope We Don’t Have To Worry About Credit Suisse
The deluge of bank headlines continued unabated Wednesday, when Credit Suisse returned to the spotlight
America’s Banks May Face ‘Profitability Crisis’
It still feels a bit like markets haven’t internalized (or are unwilling to come to
US Investigates Old SVB As New SVB Courts Deposits
Not surprisingly, the US government has some questions for, and about, Silicon Valley Bank. Among
Zuckerberg’s Layoff Letter Walked Out Of The Onion
For the third time in as many months, I’m compelled to report that Mark Zuckerberg
Meanwhile, In The Black Sea…
Meanwhile, in the Black Sea, two Russian fighter pilots had a little fun with a
What Should The Fed Do Now? Two Alternatives, Two Thoughts
There are two lines of thinking when it comes to how the Fed should approach
Inflation Argues For Fed Hikes, But Bank Turmoil Eyed
Core inflation in the US rose slightly more than expected last month from January, data
Fed Faces Impossible Optics, Difficult Tradeoffs After Banks Collapse
As the US prepared to grapple with a fresh read on inflation, the market discussion
What Strategists Say About America’s New Banking Crisis
Needless to say, newsflow around the collapse of SVB was unrelenting on Monday. Equally unrelenting
Kolanovic: All The Carry Trades Can’t Be Bailed Out
JPMorgan’s Marko Kolanovic has a message for markets: “There are many carry trades, and they
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