Market’s Favorite Bear Case Considered Valid Until Proven Otherwise
I doubt most readers need another point/counterpoint exercise around what Deutsche Bank described this week
Search Results for: $100 billion
Imminent Global Liquidity Drain Estimated At Up To $1.5 Trillion
It’s time for your weekly liquidity warning. Late last month, I walked back through a
Americans Still Have Half A Trillion To Spend
Americans are still sitting on half a trillion in excess savings, a stash that could
Key Takeaways From Michael Barr’s ‘Unflinching’ SVB Review
On Friday, Michael Barr released the Fed’s internal review of its supervision and regulation of
D.C. ‘X-Date’ Debate Heats Up Amid Lackluster Tax Receipts
When will the US default? Never. Or at least not in the way that everyone
Fed Backstop Borrowing Falls Again
Banks continued to avail themselves of Fed liquidity backstops over the last week, but the
Credit Monitor: Bank Drama Dents IG Supply, But Returns Recover
Thanks to high drama in the financial sector, US investment grade supply was lower than
Book Closes On Credit Suisse After 167 Years
Going once, going twice, sold! For a princely CHF0.76. Credit Suisse was forced into the
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
Zuckerberg To Cut ‘Thousands’ More Jobs: Report
Mark Zuckerberg’s “year of efficiency” is proceeding apace, apparently. Meta is gearing up for more
Guest Of Honor
Volodymyr Zelensky was in Washington on Wednesday. Dmitri Medvedev was in Beijing. 10 months on
QT May Be ‘Straw That Breaks The Market’s Back’: Quant
There’s growing consternation among the analyst community that markets are insufficiently attentive to the risks
Marko Kolanovic ‘Sets The Record Straight’
JPMorgan’s Marko Kolanovic wants to “set the record straight.” Over the course of 2022, the
Crisis-Weary Fed Has 9%-Tall Mountain Left To Climb: Quant
Jerome Powell is a victim of circumstance, a golfer who “can’t putt,” a professional fall
‘This Is Evil. And It Must Be Destroyed.’
The Russian central bank on Sunday promised domestic banks an “uninterrupted” supply of rubles, but
Pozsar Cautions On ‘Market Event’ From ‘Russia’s Vast Financial Surpluses’
Zoltan Pozsar took a break this week from assessing every conceivable angle of Fed balance
Finesse
It’s perilous to trade in and out of markets at times like these. Nobody is
McElligott On Potential For ‘Squeezy’ Year-End
Market participants exhibited signs of “constructive” behavior during an otherwise dour start to the holiday-shortened
A Reality Check For Americans On Infrastructure Weekend
“Generations from now, people will look back and know this is when America won the
The ‘Final Nails In The Selloff’s Coffin’?
It goes both ways. Several weeks back, I attempted to emphasize that although dynamics associated
Xi’s ‘Profound Revolution’ Renders Market Calls Worthless
As it turns out, Xi Jinping’s sweeping regulatory blitz (which, if you date to Jack
Remind Me About The Risks Again
We’ve reached that glorious point in an inexorable rally when all that’s left to do
Xi To Ban Some Overseas Tech IPOs, Erases Celebrities
Chinese tech shares may have managed to close out another tumultuous week with a gain
Cost-Benefit Analysis In A Failing Economic System
“This column does not necessarily reflect the opinion of the editorial board or Bloomberg LP
‘Hi, It’s China. We Understand You’re Terrified.’
Following a characteristically silly domestic media blitz aimed at calming frayed investor nerves, Beijing dialed
Xi Doesn’t Want Your Money
It said a lot about the evolution of the global economy and capital markets when
Beijing Teaches ‘Mr. Market’ A Lesson. But You Folks Will Never Learn
Earlier this month, when Beijing set up a veto mechanism for overseas IPOs amid a
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