Independent thinking for complex markets and current events
Israeli missiles hit three vehicles on the Jiyeh highway just 12 miles south of Beirut… Lebanese Health Ministry confirms 8 dead, including a mother and two young children… IDF claims it targeted “Hezbollah high-value infrastructure” moving through the corridor… Hezbollah leader Naim Qassem has vowed “unprecedented retaliation” for the highway strike… Israeli troops have officially …
Macro vulnerability increasing ahead of automation wave. The consumer most exposed to AI displacement already has no financial runway. Before a single layoff announcement, 401k hardship withdrawals are 365% above baseline. Emergency savings at a 15-year low. Credit card delinquency in the 40-59 cohort at 12.7%. The shock absorber… — Craig Shapiro (@ces921) February 22, …
Putin: “A decision has been made to create a security buffer zone along the border between Russia and Ukraine.” Putin later specified for which Russian regions a security buffer zone will be created. Ukrainian regions that Russian needs to control: – Kharkov – Sumy – Chernigov To protect the Russian regions: Kursk, Bryansk and Belgorod …
IDF deploys in Golan buffer zone with Syria, girding for post-Assad regime chaos Israel takes up posts in area for the first time since 1974; IDF said to strike chemical weapons sites in Damascus, Hezbollah convoy fleeing to Lebanon More: https://www.timesofisrael.com/idf-deploys-in-golan-buffer-zone-with-syria-girding-for-post-assad-regime-chaos/ https://twitter.com/_/status/1865771631056196085 BREAKING israel is now bombing central Damascus! Armed groups steal and loot furniture …
by Dismal-Jellyfish Source: https://www.federalreserve.gov/publications/files/large-bank-capital-requirements-20230727.pdf Wut mean?: Following its stress test earlier this year, the Federal Reserve Board today announced the individual capital requirements for all large banks, effective on October 1. Large bank capital requirements are in part determined by the Board’s stress test results, which provide a risk-sensitive and forward-looking assessment of capital needs. The …