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5 things we watch: Deposit flights, lending standards, liquidity, peak rates and PMIs
2023-03-23
It’s been another of those macro weeks that makes you 10 years older in a matter of days. We look at the timeliest indicators of the deposit flight crisis and ...The Great Game – The Chinese Subscription Plan
2023-03-23As Xi meets Putin – what is the Chinese endgame? What are they hoping to gain from supporting Russia? And how is this connected to your Tesla? To understand that, ...Equity watch: Fire-sale or Outright Fire in US Bank Stocks
2023-03-22What a couple weeks! Confidence in the US banking system has been under immense stress, and some contagion crossed the Atlantic and struck Europe as well. Triggered by a casino ...Fed Live Blog
2023-03-22When Fed Chair Powell goes on stage tonight we of course stay on the line for live coverage of the interest rate decision and the following speech. Get prepared and ...Energy Cable #12 – Banking crisis seeping into energy
2023-03-21Energy prices- and stocks have suffered due to the banking crisis as it flows through to the real economy. Was this the actual recession trigger? If so, it may be ...Fed Watch: 25bps that they will woefully regret
2023-03-20The FOMC will likely decide to raise the Fed Funds target range by 25bps and regret it soon thereafter on Wednesday. Everything but the banking sector stress screams higher interest ...
Something for your Espresso: 3 take-aways from Powell
2023-03-23The Fed is semi-cornered in the discussion on deposit flights and decided to neglect it in practice. Issues are likely going to accelerate on the back of the 25-bps hike. ...Something for your Espresso: No one’s willing to address the root cause yet
2023-03-22It is Fed day and the last few days of increasing market stability will allow them to hike interest rates. The question is if Powell will decide to address the ...Something for your Espresso: While we are waiting for the next shoe to drop
2023-03-21Calm is temporarily restored while First Republic Bank continues to suffer. Tech and Consumer Discretionary are underperformers when the calm is restored. The world is truly upside down right now. ...
