Crises have a tendency to shine a light on what, to laypeople anyway, are esoteric
Category: Duly Noted
Fed Swap Line Announcement Betrays Serious Concern
On the heels of a frantic weekend during which the Swiss government orchestrated a historic
Switzerland’s Plan B: Nationalizing Credit Suisse
To describe the shotgun wedding between UBS and Credit Suisse as “complex” would be to
Putin Shows Up In Mariupol After Arrest Warrant Issued
A wanted man traveled to Ukraine this weekend. In a surprise move, Vladimir Putin showed
UBS Takeover Of Credit Suisse Seen Imminent
“I can’t imagine the Swiss authorities won’t do anything in the event of a real
2023 As Year Of The Recession-Causing Credit Crunch
The case for fear and, more to the point, recession, isn’t difficult to make now.
Maintaining The ‘Moral Hazard Bid’
Not even bank runs (and bank collapses) are sufficient to compel equity investors to capitulate.
Signs Of The Financial Apocalypse
If you’re wondering whether recent events — and by “recent events” I mean bank runs,
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
TikTok Gets A Biden Ultimatum
The never-ending TikTok soap opera may finally be nearing some manner of resolution, albeit not
Credit Suisse In Talks With Swiss Government: Report
The Swiss government is in talks with Credit Suisse about options to shore up confidence
‘The Moment Is Upon Us’
“It feels like that moment is upon us,” Morgan Stanley’s Mike Wilson wrote earlier this
Behold: The Most ‘Brutal’ CTA Shock In History
It’s been a tough several days for… well, for pretty much everybody, really, except for
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
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
What Strategists Say About America’s New Banking Crisis
Needless to say, newsflow around the collapse of SVB was unrelenting on Monday. Equally unrelenting
McElligott: Deposit Flight ‘Not Solved’
What are the ramifications of the events that shook the US financial system last week
Panic Selling Grips Bank Shares
Bank stocks were under siege Monday, for obvious reasons. On the off chance you haven’t
Aramco Drills Up Cartoonish $161 Billion Annual Profit
Saudi Aramco made a lot of money in 2022. Last year was a banner year
Rates On Wild Ride As SVB Drama Downs Hawks
If there was a sliver lining for bulls in this week’s banking sector fireworks, it
2023 Exodus From US Stock Funds Hits $42 Billion
The exodus from US equity funds is ongoing. Funds focused on US shares shed another
In Geopolitical Coup, Xi Brokers Saudi-Iran Diplomatic Truce
In a potentially pivotal development, Saudi Arabia and Iran reached a provisional agreement to resume
$2.7 Trillion Stock Rally Hides First US Real Estate Drop Since 2012
Last weekend, I suggested that if push comes to shove in the inflation fight, the
Inflation ‘Persistent,’ ‘Resilient,’ ‘Broad-Based’
Inflation is persistent. Perhaps you noticed. That’s the thing about inflation: Irrespective of its original,
How Expensive Are US Equities?
US equity valuations are a source of extreme consternation for many investors currently. There are
Jerome Powell’s Ad-Libs Don’t Help
In everyday life, if you inadvertently cause confusion with something you say, it makes sense
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