🇺🇸 Small banks cash assets to total assets shrinks. The Fed’s BTFP comes due in March.
It’ll be extended. The Fed postpones at the expense of making worse, the consequences of liquidating underwater securities to meet depositor’s demand for their money.
Chart: @RealEJAntoni pic.twitter.com/vGFwfMATXd
— Alex Joosten (@joosteninvestor) December 24, 2023
the REAL Truth .. pic.twitter.com/PtTU66a2zc
— #101%Trader (@BANGONtrader1) December 24, 2023
Both M&A deal activity and spending fell, falling 15.3% and 56.1% MoM, respectively. @FactSet pic.twitter.com/wG36ICoB2Q
— Daily Chartbook (@dailychartbook) December 23, 2023
For anyone who tells you with a straight face at Christmas dinner that the U.S. post pandemic home price correction is “over”
No.
It hasn’t happened yet. pic.twitter.com/2Vc6HrxEh2
— Amy Nixon (@texasrunnerDFW) December 24, 2023
"More than 90 per cent of consumer staples, utilities, and real estate stocks are lagging the S&P 500 this year."@callieabost @FT pic.twitter.com/l5N0YvgdHH
— Daily Chartbook (@dailychartbook) December 23, 2023