The big guys (and Jane Fraser) came to the rescue for beleaguered First Republic, which
Category: Duly Noted
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
Xi References ‘Winning Wars’ While Outlining Military Priorities
Soundbites out of the National People’s Congress remained foreboding on Wednesday. A day on from
US Revolving Credit Rises 22nd Month To Record $1.22 Trillion
Revolving credit in the US hit a new record high in January, data released on
Fed Suffers Another Setback As Used Car Prices Jump
There was more bad news on the disinflation front Tuesday, and you could plausibly suggest
US Believes ‘Pro-Ukrainian Group’ Behind Nord Stream Explosions
Now it was an unnamed “pro-Ukrainian group.” The unsolved mystery of sabotage on the Nord
Beijing Cranks Up Rhetoric As US Turns Screws
Geopolitical rancor was on the menu Tuesday, familiar fare to be sure. In his first
Goldman Says US Housing Upturn Probably Head Fake
Recent macro data out of the US economy was too much of a good thing.
Stocks, Bonds One Dovish Catalyst Away From Squeeze
Bonds and stocks could both be set for a squeeze in the event recent economic
How Much ‘Extra’ Money Is Out There?
How much did “extra” liquidity matter for the rally in equities from the October lows?
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