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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.
2023-03-23

This week we have a particular focus on everything related to the ongoing deposit flight. What are the repercussions of a continued deposit flight and a Federal Reserve not willing to admit to being the root cause of the banking crisis.

This week we’ll try to unwrap the following 5 pressing questions captivating macro:

  1. Will the deposit flight continue?
  2. Lending standards
  3. Will PMIs fall through the floor now?
  4. Fed Funds has peaked
  5. The huge liquidity rebound

We will unpack each of the five topics, and how to trade them, below. Remember that you can get a FREE 14 day trial if you sign up for a subscription today.

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