Skip to content
Monday, March 20, 2023
Heisenberg Report

Heisenberg Report

Sign In Subscribe
  • Home
  • Markets
  • Economy
  • Politics
  • Duly Noted+
  • HR Weekly+
  • Monthly Letters+
  • Shop

Category: Markets

Kolanovic: All The Carry Trades Can’t Be Bailed Out

March 13, 2023March 14, 2023

JPMorgan’s Marko Kolanovic has a message for markets: “There are many carry trades, and they

Read More

3 Comments on Kolanovic: All The Carry Trades Can’t Be Bailed Out

Investors, Fed Were ‘Lulled To Sleep,’ Mike Wilson Says

March 13, 2023March 14, 2023

“The real story for equity markets is the impact of the Fed’s actions over the

Read More

6 Comments on Investors, Fed Were ‘Lulled To Sleep,’ Mike Wilson Says

Melees And Suicide Missions

March 13, 2023March 14, 2023

Predictably given the circumstances, Monday was a market and media melee. I imagine every day

Read More

15 Comments on Melees And Suicide Missions

Treasury, Fed Backstop SVB, Close Signature, Unveil Emergency Fund

March 12, 2023March 13, 2023

On Sunday evening in the US, Jerome Powell, Janet Yellen and FDIC Chair Martin Gruenberg

Read More

45 Comments on Treasury, Fed Backstop SVB, Close Signature, Unveil Emergency Fund

Fed To Pause Rate Hikes Amid SVB Drama: Goldman

March 12, 2023March 13, 2023

Last week, US rates underwent a dramatic about-face+ when the second-largest bank failure in the

Read More

Inflation On Collision Course With Bank Drama As Traders Brace

March 12, 2023March 13, 2023

Just as the second-largest bank failure in US history easily overshadowed nonfarm payrolls last week,

Read More

2 Comments on Inflation On Collision Course With Bank Drama As Traders Brace

How SVB Failed And What Might Happen Next

March 11, 2023March 12, 2023

“Despite the bank being in sound financial condition prior to March 9, investors and depositors…

Read More

19 Comments on How SVB Failed And What Might Happen Next

Fear Is Contagious

March 10, 2023March 12, 2023

The collapse of Silicon Valley Bank dominated financial media coverage on Friday, overshadowing an update

Read More

12 Comments on Fear Is Contagious

SVB Shuttered. FDIC Takes Over

March 10, 2023March 12, 2023

Now it’s official. California regulators closed Silicon Valley Bank on Friday, the FDIC said. The

Read More

7 Comments on SVB Shuttered. FDIC Takes Over

SVB On Brink Of Collapse

March 10, 2023March 11, 2023

The bottom fell out entirely for SVB on Friday, when a planned capital raise reportedly

Read More

8 Comments on SVB On Brink Of Collapse

Flaming Butterflies

March 10, 2023March 10, 2023

The crisis at Silicon Valley Bank managed to outcompete US payrolls for space above the

Read More

5 Comments on Flaming Butterflies

‘Stay Calm,’ It’s Just A Bank Run

March 10, 2023March 10, 2023

“Stay calm.” That was Silicon Valley Bank CEO Greg Becker’s exhortation to VCs during a

Read More

10 Comments on ‘Stay Calm,’ It’s Just A Bank Run

GM Asks Salaried Employees To Step Out Of The Vehicle

March 9, 2023March 10, 2023

Add GM to the ranks of major US corporations looking to trim headcount. On Thursday,

Read More

2 Comments on GM Asks Salaried Employees To Step Out Of The Vehicle

Margin Squeeze May ‘Drive US Into Recession’: SocGen’s Edwards

March 8, 2023March 9, 2023

“It is the rear-guard action of companies that ’causes’ recessions as they slash both jobs

Read More

4 Comments on Margin Squeeze May ‘Drive US Into Recession’: SocGen’s Edwards

In Canada, A Watershed Pause

March 8, 2023March 9, 2023

In a watershed moment of sorts, The Bank of Canada paused its tightening campaign. Although

Read More

3 Comments on In Canada, A Watershed Pause

Posts navigation

Previous 1 2 3 … 442 Next

Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

The Swiss Killed The CoCos

March 20, 2023March 20, 2023

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

Trump Says He’ll Be Arrested Tuesday

March 18, 2023March 20, 2023

Behind The Scenes Of An American Bank Panic

March 17, 2023March 19, 2023

First Republic Rescued, Dimon Met With Yellen

March 16, 2023March 17, 2023

Most Read

  • Moment Of Truth Arrives For Fed In Crisis Mode
    Moment Of Truth Arrives For Fed In Crisis Mode
  • Book Closes On Credit Suisse After 167 Years
    Book Closes On Credit Suisse After 167 Years
  • Mike Wilson Sees Bank Crisis As Bear Market Crescendo
    Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
    UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
  • The Swiss Killed The CoCos
    The Swiss Killed The CoCos

Recent Comments

  • Kevin Wood on The Swiss Killed The CoCos
  • therealheisenberg on Risk Of Minsky Moment High With ‘Airplane In A Tailspin’
  • rem on Risk Of Minsky Moment High With ‘Airplane In A Tailspin’
  • Mr. Lucky on Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • Ethan Fanshel on Big Picture Takeaways From The Credit Suisse Bond Wipeout

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

Questions, tips or inquiries of any kind: walt@heisenbergreport.com

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2023.
 

Loading Comments...