Independent thinking for complex markets and current events
Nine months later, China’s bazooka has totally flopped. We have all the proof necessary. But the “stimulus” failure is not even the biggest takeaway. The full story behind it starts with banks, detours into massive volatility in Hong Kong, before ending up with zombies. Seriously.
The latest round of economic sanctions against Russia is intensifying pressure on its financial and energy sectors. The United States, United Kingdom, and European Union have expanded restrictions, targeting major Russian banks and energy giants like Gazprom. The measures aim to cripple Russia’s ability to finance its war efforts while cutting off revenue streams that …
Emergency overnight repurchase agreements (REPO) are $0. Very interesting. REPO is how the Federal Reserve injects liquidity into the banking system during a financial crisis. We're not seeing that. This flash crash is purely orchestrated by the banking cartel and hedge funds. https://t.co/NU4j7hm9G8 pic.twitter.com/mGTjT60V3n — Financelot (@FinanceLancelot) April 4, 2025 This flash crash is happening …
🚨🇯🇵 JAPAN’S BIGGEST BANK JOINS WAVE OF EXITS FROM NET-ZERO ALLIANCE Mitsubishi UFJ Financial Group (MUFG) is set to leave the Net-Zero Banking Alliance (NZBA), following major banks like JPMorgan, Bank of America, and RBC in backing away from climate commitments. The exits… https://t.co/oA4bFnQjbK pic.twitter.com/b7zhT5GePU — Mario Nawfal (@MarioNawfal) March 18, 2025 The departure of …
Regional banking crisis 2.0 🔜 pic.twitter.com/DBexyRFkNY — The Great Martis (@great_martis) March 10, 2025 Watch credit spreads here. A rapid move in high-yield spreads above 400 bps and pain moves from Wall Street to Main Street. If we get that, it becomes ugly quick. — Alf (@MacroAlf) March 10, 2025
While the dollar was screaming higher the past few months, that eurodollar disorder had foreign govts absolutely raiding their reserves, money dealers hoarding record amounts of collateral and record Treasuries being piled up by depositories. And those were just the beginning.
Michael Barr to step down as the Fed’s head of banking supervision to avoid clash with Trump Michael Barr, the Federal Reserve’s top banking regulator, will be stepping down Feb. 28, though he will stay on as governor. There had been speculation that President-elect Donald Trump might replace Barr after he takes office Jan. 20. …
The S&P 500 is at the same level today as it was on the day after the election. It has gone nowhere for two months, amid EPIC levels of bull shit. New highs – lows peaked the week of the election and are now negative. The election gap that was a bear trap on the …
The US bond market has been in a drawdown for over 52 months, by far the longest in history. Video: https://t.co/PlZ0poWqfU pic.twitter.com/a948poplO9 — Charlie Bilello (@charliebilello) December 27, 2024 The US Bond Market has now been in a drawdown for 53 months, by far the longest in history.https://t.co/l5IYmkf6Ih pic.twitter.com/bGFIn2cMFW — Charlie Bilello (@charliebilello) January 1, …
by Michael We have come to accept that we are permanently trapped in an endless cycle of debt and money creation. But the only reason why debt and money grow at an exponential rate is because that is what our system was designed to do. The Federal Reserve and other central banks around the globe …
Here comes Chinese central bank bond buying, but this is no QE. A report surfaced in China Daily strongly implying the Chinese government is beyond just exploring something called money-financed fiscal expansion. We’ll go over what that is, how it is different from QE, and what the real takeaway is. I see that China Stimulus …
Fed injected 100million into the banking system this morning. Its probably nothin. pic.twitter.com/HzOJdkbUZW — The Great Martis (@great_martis) December 10, 2024 They injected 2.3billion back few weeks ago. Ongoing liquidity crisis that will get extremely worse. — The Great Martis (@great_martis) December 10, 2024 The blood indicator is VERY close to cross its 100-week MA. …
A banking crash in one part of the world doesn’t stay there; it’s a global game of dominoes where banks fall one after the other. The system is interconnected, fragile, and teetering on the edge. Here’s why. 2/10 Global banks are like a web – intertwined through lending, borrowing, and derivatives. When one node breaks, …
by Cassie B. The Fed’s latest move has some observers warning that we could be about to experience another crash. X user @FinanceLancelot cautioned: “The Federal Reserve’s emergency BTFP dropped by a shocking $30 billion this week, leaving only $26 billion left.” “Jerome Powell is pulling the liquidity rug away to trigger a crisis, exactly …
China’s balancing act between managing real estate risks and economic growth looks increasingly precarious. TL;DR: China’s deepening real estate crisis is spilling over into the banking sector, raising concerns about financial stability. Property-related loans, though slightly reduced, remain a major risk, with nonperforming loan (NPL) ratios expected to rise significantly. Rural banks are particularly vulnerable, …
Edward Dowd, Founding Partner of Phinance Technologies, says the clock has started counting down towards a global debt crisis. Dowd tells Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, that the U.S. banking sector is in store for more stress, warning that the next crisis will trigger massive consolidation, leaving only around eight banks …
It’s a cycle. 1933; Glass-Steagall Act; passed in 1933 to avoid another major banking crash. 1999; Gramm-Leach-Bliley; repealed Glass-Steagall. 2008; financial crisis & bailouts. 2010; Dodd-Frank. 2018; Economic Growth, Regulatory Relief, Consumer Protection Act; basically repealed Dodd-Frank.
A top Federal Reserve official on Tuesday unveiled changes to a proposed set of U.S. banking regulations that roughly cuts in half the extra capital that the largest institutions will need. Introduced in July 2023, the regulatory overhaul known as the Basel Endgame would have boosted capital requirements for the world’s largest banks by roughly …
It's begun.🚨 https://t.co/1ZDz6IjTuD pic.twitter.com/oCX919kehw — The Great Martis (@great_martis) September 10, 2024 https://twitter.com/1CoastalJournal/status/1833539145693860007 Music is starting to slow. 2008 was the appetiser. 🍽️ pic.twitter.com/grxUzB3JBK — The Great Martis (@great_martis) September 10, 2024 Don't be alarmed; it gets much worse. https://t.co/QjLHssO2dm pic.twitter.com/qzuHC3RQbT — The Great Martis (@great_martis) September 10, 2024
JUST IN: 🇺🇸 Warren Buffett sold another $981 MILLION shares of Bank of America. ‼️Buffett now holds $278 Billion in CASH and selling stocks like never before, including Apple. He's getting ready for a crash… pic.twitter.com/XUkxj3whAd — Radar 𝘸 Archie🚨 (@RadarHits) August 28, 2024 The Buffett Indicator (Total US Market Value/GDP) is a ballpark measure …
https://www.youtube.com/watch?v=Tz0OouNvdi0 Recently, there has been a lot of talk in the financial world about big stock sell-offs by well-known investors, including Warren Buffett. Often called the “Oracle of Omaha” because of his exceptional investing skills, Buffett’s actions in the stock market are closely followed and considered as signs of wider economic trends. The news that …
It is now one of the unspoken but immutable dictates on Wall Street: with each new banking crisis, the Federal Reserve will quickly create an emergency bailout program and give it a three to four letter abbreviation so that it vanishes into an alphabet soup blur of Fed bailout programs that preceded it. The latest …
from Kerry Lutz’s Financial Survival Network Avi Gilbert shared his market predictions, anticipating one more rally before a long-term correction. He expressed concerns about the banking industry, comparing the current state of bank balance sheets to the 2007 crisis and discussing the potential for a banking crisis. Additionally, an analyst presented a forecast for a long-term bear …
The global banking system, once a beacon of stability and trust, is now on the brink of chaos. Recent years have brought many challenges that could drastically alter the financial world. The banking sector is dealing with unprecedented threats, from economic uncertainties to regulatory changes, technological disruptions, and market volatility. The global economy has been …
At least 40 high-risk Chinese banks have been lost to mergers in the first six months of this year alone as local lenders buckle under exposure to debts, according to reports. Small and medium-sized banks, long an integral part of poor towns and villages, numbered 1,636 at the end of last year, according to government …
🇨🇳 Why Chinese banks are now vanishing – The Economist*In the week ending June 24th, 40 Chinese banks vanished as they were absorbed into bigger ones.https://t.co/Zah97WGTZ4 — Christophe Barraud🛢🐳 (@C_Barraud) July 11, 2024 via MSN: The Chinese banking sector is facing a severe crisis. In just one week, 40 banks disappeared, and the collapse of …
The clock is ticking, problems may deepen Why do small banks have such big problems? Many Chinese cities and even entire regions are drowning in debt. The liabilities were so high that local government representatives sent envoys to Beijing in the spring. They are negotiating terms for repaying billions in loans. Unpaid debts are increasingly …
Ledgers of the failed fintech middleman Synapse show that nearly all the deposits held for customers of the banking app Yotta went missing weeks ago. A network of eight banks held $109 million in deposits for Yotta customers as of April 11, according to Evolve Bank & Trust, which filed a bankruptcy court letter. However, …
Last October, when the wounds from the March 2023 bank failures – which surpassed the global financial crisis in total assets and which sparked the latest Fed intervention, setting the market’s nadir over the past 16 months – were still fresh, we made a non-consensus prediction: we said that since the Fed has once again backstopped the US financial …
