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.
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:
- Will the deposit flight continue?
- Lending standards
- Will PMIs fall through the floor now?
- Fed Funds has peaked
- 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.
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.
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