Fed officials would prefer it if you’d countenance another 25bps rate hike — one for
Category: Markets
The Entertainment Business
Regular readers know I’m usually the very last person to employ Warren Buffett quotes (indeed,
$14 Hershey Bars
If you, like me, have noticed that the price of certain impulse buys in the
Money Market Magnet Attracts $5.2 Trillion
Money market fund assets ballooned to a new record over the last week, closely-watched data
A New Tech Bull Market?
The Nasdaq 100 is in an ostensible bull market. Maybe you heard. I say “ostensible”
The Long, Docile Bear
Is the bear market over? If that’s your question, you need to specify. Which bear
Recession ‘Here In A Few Months’
Jeff Gundlach says a recession may be right around the corner. That isn’t news. If
Bonds Doubt Their God. ‘Stocks Are Next,’ Wilson Warns
It’s no secret that Morgan Stanley’s Mike Wilson suspects consensus is too optimistic on the
Interview That Collapsed Credit Suisse Costs Saudi Financier His Job
Late last week, in “We’re Scaring Ourselves Into Bank Runs Now,” I suggested Credit Suisse
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
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