The deluge of bank headlines continued unabated Wednesday, when Credit Suisse returned to the spotlight
Category: Markets
Zuckerberg’s Layoff Letter Walked Out Of The Onion
For the third time in as many months, I’m compelled to report that Mark Zuckerberg
Fed Faces Impossible Optics, Difficult Tradeoffs After Banks Collapse
As the US prepared to grapple with a fresh read on inflation, the market discussion
Kolanovic: All The Carry Trades Can’t Be Bailed Out
JPMorgan’s Marko Kolanovic has a message for markets: “There are many carry trades, and they
Investors, Fed Were ‘Lulled To Sleep,’ Mike Wilson Says
“The real story for equity markets is the impact of the Fed’s actions over the
Melees And Suicide Missions
Predictably given the circumstances, Monday was a market and media melee. I imagine every day
Treasury, Fed Backstop SVB, Close Signature, Unveil Emergency Fund
On Sunday evening in the US, Jerome Powell, Janet Yellen and FDIC Chair Martin Gruenberg
Fed To Pause Rate Hikes Amid SVB Drama: Goldman
Last week, US rates underwent a dramatic about-face+ when the second-largest bank failure in the
Inflation On Collision Course With Bank Drama As Traders Brace
Just as the second-largest bank failure in US history easily overshadowed nonfarm payrolls last week,
How SVB Failed And What Might Happen Next
“Despite the bank being in sound financial condition prior to March 9, investors and depositors…
Fear Is Contagious
The collapse of Silicon Valley Bank dominated financial media coverage on Friday, overshadowing an update
SVB Shuttered. FDIC Takes Over
Now it’s official. California regulators closed Silicon Valley Bank on Friday, the FDIC said. The
SVB On Brink Of Collapse
The bottom fell out entirely for SVB on Friday, when a planned capital raise reportedly
Flaming Butterflies
The crisis at Silicon Valley Bank managed to outcompete US payrolls for space above the
‘Stay Calm,’ It’s Just A Bank Run
“Stay calm.” That was Silicon Valley Bank CEO Greg Becker’s exhortation to VCs during a
GM Asks Salaried Employees To Step Out Of The Vehicle
Add GM to the ranks of major US corporations looking to trim headcount. On Thursday,
Margin Squeeze May ‘Drive US Into Recession’: SocGen’s Edwards
“It is the rear-guard action of companies that ’causes’ recessions as they slash both jobs
In Canada, A Watershed Pause
In a watershed moment of sorts, The Bank of Canada paused its tightening campaign. Although
Bassman Compares ‘Team Transitory’ To Reckless Gamblers
A Commentary by Harley Bassman (Twitter: @ConvexityMaven) Family lore suggests that my great Aunt
The Most Important Canary For Corporate Profits?
There’s a historic ravine between reported earnings and cash flows in the US, and it
Clumsy RBA Messaging Raises Risks For Indebted Australian Households
“Global inflation remains very high,” the RBA said Tuesday. “It will be some time before
Kolanovic Warns On Stocks As JPMorgan Sees ‘Boiling Frogs’
The fundamental outlook for risk assets is challenging. One strong week for stocks (let alone
Fate Of Bear Market Rally Hangs On Two Things
When Mike Wilson turns tactically (and relatively) constructive on equities, you might be inclined to
Wilson Pivots, Says Stock Rally May Continue. For Now
Mike Wilson has seen enough. For now, anyway. US equities may manage to sustain a
Traders Eye Big Week As Powell, US Jobs, Central Banks Loom
It’s a big week for the US economy. Crucial jobs data will be a verdict
No End Seen To America’s High-Stakes Inflation War
Where does it end? That’s the question now for market participants warily (and wearily) eyeing
‘Year Of The Bond’ Meme Powers $30 Billion Treasury Inflow
2023 was supposed to be the “year of the bond.” The thesis behind that mantra
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