If you ask fund managers who together steward some $600 billion in AUM, the biggest
Category: Markets
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
Let’s Hope We Don’t Have To Worry About Credit Suisse
The deluge of bank headlines continued unabated Wednesday, when Credit Suisse returned to the spotlight
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
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