Late last week, in “We’re Scaring Ourselves Into Bank Runs Now,” I suggested Credit Suisse
Category: Markets
Buying The 2023 Fed Pivot May Be A Bad Idea
Jeff Gundlach thinks it’s likely the Fed will be compelled to abandon their “higher for
Global ‘Dash For Dollars’ Turns Acute
Global dollar demand is evident. Last Sunday, I suggested the Fed’s dollar swap announcement+, made
We’re Scaring Ourselves Into Bank Runs Now
On Friday morning, while documenting what was shaping up to be a rough session for
Deutsche Bank In Spotlight As CDS Blows Out, Shares Dive
Never a dull moment. Banking crisis headlines enveloped Deutsche Bank on Friday, when sharp moves
Cash Reigns
The rush into cash continues unabated. Money market fund assets ballooned by an additional $117.4
11 In A Row: Bank Of England Hikes Again
A day on from the release of data showing food inflation in the UK exceeded
Some Additional Hikes. Maybe.
“How confident” is the Fed that America’s banking crisis is “contained,” a reporter from the
Fed Delivers Dovish Hike Amid Bank Crisis
“The US banking system is sound and resilient,” the Fed insisted Wednesday, while pulling the
The Biggest Confidence Game In History
Much of the debate around how the Fed should approach the tradeoff between the inflation
The Crisis That Wasn’t?
A pre-FOMC limbo found investors biding time. It didn’t feel like a “crisis” day. Indeed,
Rates Shorts Suffer ‘Stop-Out Of Their Lives’ Amid 8-Sigma Trend Shock
Whatever happens from here — where in this case that means even if bank contagion
Bank Failures Raise Awareness Of ‘Systemic Credit Events,’ Poll Shows
If you ask fund managers who together steward some $600 billion in AUM, the biggest
The Swiss Killed The CoCos
“Put on your big boy pants.” That was Jeff Gundlach’s advice to disgruntled “gunslingers” who
Mike Wilson Sees Bank Crisis As Bear Market Crescendo
“The risk of a credit crunch has increased materially, in our view,” Morgan Stanley’s Mike
Book Closes On Credit Suisse After 167 Years
Going once, going twice, sold! For a princely CHF0.76. Credit Suisse was forced into the
Moment Of Truth Arrives For Fed In Crisis Mode
There was little utility in parsing the macroeconomic nuance ahead of this week’s FOMC meeting.
UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
After 48 hours of what one certainly imagines were tense negotiations with Swiss authorities, UBS
Midsize Banks Request Full FDIC Pledge. White House Talks To Buffett
Evidently, America’s small- and midsize banks are still very concerned about deposit flight. In a
Behind The Scenes Of An American Bank Panic
In “Signs Of The Financial Apocalypse”+ (and yes, the title was mostly tongue-in-cheek) I talked briefly
Cash! The Government Kind
Investors rushed to safe cash over the past week like there was a pandemic afoot.
First Republic Rescued, Dimon Met With Yellen
America’s top bankers and key government officials seemed pretty pleased with themselves in the US
ECB Forges Ahead Despite ‘Current Market Tensions’
They pre-committed. So, they followed through. Consistent with the forward guidance that accompanied the February
‘Everything Is Fine’: Saudis Suggest Credit Suisse Turmoil Was Misunderstanding
Yesterday, Ammar Al Khudairy was “absolutely not” going to invest another dollar (or riyal or
Credit Suisse To Tap SNB For $54 Billion In Liquidity
Near the close of US trading on Wednesday, the SNB and the Swiss Financial Market
Credit Suisse Spirals As Bank Crisis Threatens To Claim A SIFI
I’m the last person to yell “Fire!” in a crowded theater. I’m also instinctually averse
‘Many More Problems’ To Follow SVB Collapse, Dalio Says
[Editor’s note: Ray Dalio occasionally conducts “ask me anything” sessions on social media, Reddit first
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