Japan’s top insurer bond losses triple echoes U.S. bank collapse warning. SVB crisis replay? Unrealized pain turns real without central bank shield

‘Japan’s Top Life Insurer Says Unrealized Bond Losses Tripled.’ This Bloomberg headline sounds familiar, right? Back in March 2023, several US regional banks, including Silicon Valley Bank and later First Republic Bank, collapsed when ‘unrealized losses’ became realized losses as …

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Worst Dallas Fed manufacturing survey since 2020 – New orders collapse. Prices paid soars… No resolution to the event driving the plunge.

Worst Dallas Fed manufacturing survey since 2020: New orders collapse.Prices paid soars. There’s a term for this. It’s called ‘margin compression’, and it’s deflationary for asset prices. pic.twitter.com/5HmmYd57T2 — Kalani o Māui (@MauiBoyMacro) April 28, 2025 Dallas Fed Manufacturing Index …

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U.S. banks sitting on $482B in unrealized losses, silent crisis threatens systemic collapse. Shadow Banks rushing to bail out Commercial Banks via a fresh liquidity pool?

The Silent Banking Crisis: Understanding the $482 Billion Time Bomb U.S. banks are currently sitting on $482 billion in unrealized losses on their investment securities primarily long-dated Treasuries and mortgage-backed securities bought during the 0% interest rate era. This figure …

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