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Category: Duly Noted

Layoffs Won’t Solve This Inflation Problem

March 28, 2023

At this point, it’s tempting to ignore the never-ending reports of job cuts across the

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18% Of Global Employment Could Be Replaced By Generative AI: Goldman

March 28, 2023

Generative AI is all the rage in 2023. Maybe it’s a fad, maybe it isn’t,

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4 Comments on 184 Of Global Employment Could Be Replaced By Generative AI: Goldman

Kolanovic, JPMorgan Stress ‘Ongoing Market Risks’

March 27, 2023

“For lack of better words, our outlook is negative,” JPMorgan’s Marko Kolanovic told a conference

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2 Comments on Kolanovic, JPMorgan Stress ‘Ongoing Market Risks’

No. All Deposits Under $250,000 Aren’t ‘Covered’

March 27, 2023March 27, 2023

I assumed this was obvious, but it’s clear from some reader feedback that it needs

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5 Comments on No. All Deposits Under $250,000 Aren’t ‘Covered’

Is Corporate Spending About To Plunge?

March 25, 2023March 25, 2023

Analysts, strategists and financial media outlets have dedicated quite a bit of time recently to

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America’s Small Banks Bleed $120 Billion In Deposits

March 25, 2023

America’s small banks bled deposits in the week ended March 15. I realize that risks

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Kocic On Minsky Moments, 2008 And ‘Unprecedented Outliers’

March 24, 2023March 24, 2023

Jerome Powell and the Fed are staring warily at a prospective “damned if they do,

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In Bank Drama: Forced Behavior, Solvency Crises And ‘Zombie Mode’

March 24, 2023March 24, 2023

Another week of manic moves across rates and financials said more about sentiment, psychology and

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1 Comment on In Bank Drama: Forced Behavior, Solvency Crises And ‘Zombie Mode’

Fed’s Foreign Repo Facility Sees $60 Billion Draw

March 23, 2023March 23, 2023

Usage of the Fed’s newly-created liquidity facility for besieged US lenders more than quadrupled over

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Households Could Sell Up To $1.1 Trillion In Stocks: Goldman

March 23, 2023March 23, 2023

Equities aren’t the only game in town anymore when it comes to asset allocation. Maybe

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1 Comment on Households Could Sell Up To $1.1 Trillion In Stocks: Goldman

How FOMC Coverage Should Be Done

March 23, 2023March 23, 2023

Following the March FOMC decision and Jerome Powell’s press conference, I was struck (again) by

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Could Janet Yellen Guarantee All Bank Deposits If She Had To?

March 22, 2023March 22, 2023

If something goes terribly wrong, and lawmakers on Capitol Hill are slow to react, could

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1 Comment on Could Janet Yellen Guarantee All Bank Deposits If She Had To?

Down Payments Plunge As US Housing Bubble Cools

March 22, 2023

Down payments are plunging in the US housing market. I should probably refrain from weighing

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1 Comment on Down Payments Plunge As US Housing Bubble Cools

Blankfein Suggests Wall Street’s First Republic Rescue Was Bad Idea

March 22, 2023March 22, 2023

Lloyd Blankfein — who, for those unfamiliar, ran a bank at one point — isn’t

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Universal Deposit Guarantee Seems Inevitable After SVB

March 21, 2023March 21, 2023

Maybe this goes without saying, but on the off chance it’s not obvious, it bears

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Stocks Have Never Been This Oblivious To Rates

March 21, 2023March 21, 2023

The broader equity market’s resilience in the face of head-spinning volatility in US rates is

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Risk Of Minsky Moment High With ‘Airplane In A Tailspin’

March 20, 2023March 20, 2023

Even if the Fed decided to lean decisively dovish this week, it may not matter.

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Big Picture Takeaways From The Credit Suisse Bond Wipeout

March 20, 2023

Crises have a tendency to shine a light on what, to laypeople anyway, are esoteric

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Fed Swap Line Announcement Betrays Serious Concern

March 19, 2023

On the heels of a frantic weekend during which the Swiss government orchestrated a historic

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Switzerland’s Plan B: Nationalizing Credit Suisse

March 19, 2023March 19, 2023

To describe the shotgun wedding between UBS and Credit Suisse as “complex” would be to

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Putin Shows Up In Mariupol After Arrest Warrant Issued

March 19, 2023March 19, 2023

A wanted man traveled to Ukraine this weekend. In a surprise move, Vladimir Putin showed

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UBS Takeover Of Credit Suisse Seen Imminent

March 18, 2023March 18, 2023

“I can’t imagine the Swiss authorities won’t do anything in the event of a real

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2023 As Year Of The Recession-Causing Credit Crunch

March 17, 2023March 17, 2023

The case for fear and, more to the point, recession, isn’t difficult to make now.

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Maintaining The ‘Moral Hazard Bid’

March 17, 2023March 17, 2023

Not even bank runs (and bank collapses) are sufficient to compel equity investors to capitulate.

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Signs Of The Financial Apocalypse

March 16, 2023March 16, 2023

If you’re wondering whether recent events — and by “recent events” I mean bank runs,

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Wall Street Rescues First Republic. Executives Sold Stock Before Collapse

March 16, 2023March 16, 2023

The big guys (and Jane Fraser) came to the rescue for beleaguered First Republic, which

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TikTok Gets A Biden Ultimatum

March 16, 2023March 16, 2023

The never-ending TikTok soap opera may finally be nearing some manner of resolution, albeit not

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Great American Deposit Debate Spotlights Legislative Gridlock

March 27, 2023March 28, 2023

Failing Banks, Persistent Inflation Promise Fun-Filled Week

March 26, 2023March 27, 2023

We’re Scaring Ourselves Into Bank Runs Now

March 24, 2023March 26, 2023

It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!

March 23, 2023March 24, 2023

Xi, Putin Revel In Pageantry As Show Of Defiance

March 20, 2023March 22, 2023

Most Read

  • Bonds Doubt Their God. 'Stocks Are Next,' Wilson Warns
    Bonds Doubt Their God. 'Stocks Are Next,' Wilson Warns
  • Great American Deposit Debate Spotlights Legislative Gridlock
    Great American Deposit Debate Spotlights Legislative Gridlock
  • Let's Argue About Student Debt Some More
    Let's Argue About Student Debt Some More
  • Interview That Collapsed Credit Suisse Costs Saudi Financier His Job
    Interview That Collapsed Credit Suisse Costs Saudi Financier His Job
  • Recession 'Here In A Few Months'
    Recession 'Here In A Few Months'

Recent Comments

  • ChgoDave on Unbothered By Bank Runs?
  • Wave Dash on America’s Housing Bubble Flies South For The Spring
  • derek on Let’s Argue About Student Debt Some More
  • Mr. Lucky on 18% Of Global Employment Could Be Replaced By Generative AI: Goldman
  • Mr. Lucky on Let’s Argue About Student Debt Some More

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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