Hold My Nukes
TikTok CEO Says Xi Jinping Not Hiding In App
Xi, Putin Revel In Pageantry As Show Of Defiance
It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!
Price gouging! That’s the culprit for high inflation. I like it as a thesis. I
Ambiguous New Home Sales Suggests Prices Firmed After Drop
The pace of new US home sales was slightly slower than expected last month, data
11 In A Row: Bank Of England Hikes Again
A day on from the release of data showing food inflation in the UK exceeded
Could Janet Yellen Guarantee All Bank Deposits If She Had To?
If something goes terribly wrong, and lawmakers on Capitol Hill are slow to react, could
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
Down Payments Plunge As US Housing Bubble Cools
Down payments are plunging in the US housing market. I should probably refrain from weighing
Blankfein Suggests Wall Street’s First Republic Rescue Was Bad Idea
Lloyd Blankfein — who, for those unfamiliar, ran a bank at one point — isn’t
The Biggest Confidence Game In History
Much of the debate around how the Fed should approach the tradeoff between the inflation
Food, Bar Inflation Now Off The Charts In UK
“Disastrous” might be too strong an adjective. It usually is. But some less severe synonym
The Crisis That Wasn’t?
A pre-FOMC limbo found investors biding time. It didn’t feel like a “crisis” day. Indeed,
Universal Deposit Guarantee Seems Inevitable After SVB
Maybe this goes without saying, but on the off chance it’s not obvious, it bears
Monumental Surge In US Home Sales Is Sideshow In Bank Drama
Surprise! The two-month re-acceleration in US pending home sales translated into a blockbuster month for
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
Stocks Have Never Been This Oblivious To Rates
The broader equity market’s resilience in the face of head-spinning volatility in US rates is
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
Goldman On The Fed: ‘The Inflation Fight Can Wait Six Weeks’
Over the weekend, during an interview with Fareed Zakaria, Lloyd Blankfein said that in his
Risk Of Minsky Moment High With ‘Airplane In A Tailspin’
Even if the Fed decided to lean decisively dovish this week, it may not matter.
Xi, Putin Revel In Pageantry As Show Of Defiance
Upon arriving in Russia Monday, Xi Jinping was greeted on the runway by a military
Big Picture Takeaways From The Credit Suisse Bond Wipeout
Crises have a tendency to shine a light on what, to laypeople anyway, are esoteric
The Swiss Killed The CoCos
“Put on your big boy pants.” That was Jeff Gundlach’s advice to disgruntled “gunslingers” who
Amazon Job Cuts Spread To AWS
Ok, let’s recap how we got here. In late April of last year, while unveiling
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
Fed Swap Line Announcement Betrays Serious Concern
On the heels of a frantic weekend during which the Swiss government orchestrated a historic
Book Closes On Credit Suisse After 167 Years
Going once, going twice, sold! For a princely CHF0.76. Credit Suisse was forced into the
Switzerland’s Plan B: Nationalizing Credit Suisse
To describe the shotgun wedding between UBS and Credit Suisse as “complex” would be to
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.
