5 things we watch: Deposit flights, lending standards, liquidity, peak rates and PMIs

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 assess how to deal with it. To read the full article, sign up for a 14-day FREE trial of the Basic or Premium...

The Great Game – The Chinese Subscription Plan

As 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, we must understand the Chinese subscription model! To read the full article, sign up for a 14-day FREE...

Fed Live Blog

When 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 follow the meeting with us, as well as getting the best takeaways here on our live blog! To read the...

Banking Crisis Liveblog Week 2 – Credit Suisse

The banking crisis continues and we're covering it live here on StenoResearch.com! Bookmark this page and we'll keep you posted throughout the week. To read the full article, sign up for a 14-day FREE trial of the Basic or Premium plan. Already a member? Login...

Something for your Espresso: Bye bye to AT1 investors

First, “there is nothing to see here, but we are monitoring the situation closely”. Second, “this bank is an outlier, and the system is fine”. Third, “we will add liquidity as a safeguarding measure, but we don’t see broad-based risks.” We are slowly but surely seeing...

Steno Signals #40 – The banking crisis is likely to accelerate in coming weeks

The banking crisis will continue to rage until the Fed and the ECB accept the underlying reason for the deposit flight. Banks cannot cope with an über-inverted yield curve, why cuts are needed asap to contain the situation. It will likely get worse before it gets...

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