Filter by Categories
Watch Series
The Great Game
Daily Post
Steno Signals
Free Content
Emerging Markets
Video
Equity watch: Fire-sale or Outright Fire in US Bank Stocks

Equity watch: Fire-sale or Outright Fire in US Bank Stocks

What 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 in disguise, the troubles have for now been backstopped, but is further distress lurking beneath the surface?

5 Things We Watch: Five Aspects Surrounding the Banking Turmoil

5 Things We Watch: Five Aspects Surrounding the Banking Turmoil

This week really has been one for the books. On Friday, markets sounded the alarm as we experienced the second largest bank-failure in US history. Naturally, this behemoth event swept magazine covers and blew up our phones and inboxes leaving not much room for other things to watch – hence this peculiar edition of the recurring ‘5 Things We Watch’, where all five things relate to the banking frenzy.

To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan.

Something for your Espresso: The hiking cycle is over

Something for your Espresso: The hiking cycle is over

The hiking cycle seems over, even if inflation is running too hot. Lower rates are likely needed to resteepen the curve and tempt money back into deposits from bills and money market funds. The Fed is caught between a rock and hard place.

To read the full article, sign up for a 14-day FREE trial of the Premium plan.


WELCOME TO STENO RESEARCH

Sign up to receive free weekly
newsletters and macro nuggets

We don’t spam! Read our privacy policy for more info.