Usage of the Fed’s newly-created liquidity facility for besieged US lenders more than quadrupled over
Category: Duly Noted
Households Could Sell Up To $1.1 Trillion In Stocks: Goldman
Equities aren’t the only game in town anymore when it comes to asset allocation. Maybe
How FOMC Coverage Should Be Done
Following the March FOMC decision and Jerome Powell’s press conference, I was struck (again) by
Could Janet Yellen Guarantee All Bank Deposits If She Had To?
If something goes terribly wrong, and lawmakers on Capitol Hill are slow to react, could
Down Payments Plunge As US Housing Bubble Cools
Down payments are plunging in the US housing market. I should probably refrain from weighing
Blankfein Suggests Wall Street’s First Republic Rescue Was Bad Idea
Lloyd Blankfein — who, for those unfamiliar, ran a bank at one point — isn’t
Universal Deposit Guarantee Seems Inevitable After SVB
Maybe this goes without saying, but on the off chance it’s not obvious, it bears
Stocks Have Never Been This Oblivious To Rates
The broader equity market’s resilience in the face of head-spinning volatility in US rates is
Risk Of Minsky Moment High With ‘Airplane In A Tailspin’
Even if the Fed decided to lean decisively dovish this week, it may not matter.
Big Picture Takeaways From The Credit Suisse Bond Wipeout
Crises have a tendency to shine a light on what, to laypeople anyway, are esoteric
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
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