lehman.

Swaps flash red — Lehman vibes return. The Fed’s grip is slipping fast. Uncertainty is literally off the charts

Swaps — a historic move, Lehmanesque. The beast inside the market is about to break the Fed. A colossal policy reversal is coming. https://t.co/ewp0mUHB2k pic.twitter.com/r8psEJW3fL — Lawrence McDonald (@Convertbond) April 9, 2025 Literally off the charts, no further comments necessary pic.twitter.com/As70Iob5rv — Michael A. Arouet (@MichaelAArouet) April 10, 2025 If …

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China’s version of the Lehman crisis is unfolding

China Lehman: Right On Time.https://t.co/q1G4KRaARc — Mac10 (@SuburbanDrone) September 24, 2024 This is the (end of) the China rally. The theory is that China will catch-up with the rest of the world. The truth is the exact opposite. pic.twitter.com/OWvaoiUJpU — Mac10 (@SuburbanDrone) September 24, 2024 Easy Money. pic.twitter.com/UmV8a1mXSM — Mac10 …

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Bank risk high in Lehman week.

Bank risk high in Lehman week. pic.twitter.com/beF2JBgYsN — Mac10 (@SuburbanDrone) September 11, 2024 The Dow is getting monkey hammered as safe havens implode. pic.twitter.com/s708zX3R0z — Mac10 (@SuburbanDrone) September 11, 2024 won't be long. https://t.co/RvMtBuVFhc — The Great Martis (@great_martis) September 11, 2024

This Hasn’t Happened Since Lehman Collapsed

via Zerohedge: Total money-market fund assets plunged by $112BN in the last week as Tax-Day demands took the total assets below $6 Trillion for the first time sine January (to $5.97 Trillion)… Source: Bloomberg Corporate taxes collected from April 11 through April 17 totaled $100.7 billion, Treasury data show. While Tax-Day’s …

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‘There’s your September Lehman Brothers’

“Charles Schwab owes 130% of their total equity capital to short duration FHLB loans that have to be paid back soon. Total assets $350 billion… There’s your September Lehman Brothers.” Charles Schwab 📉 Probably nothing…pic.twitter.com/Bgn5i8uUHC https://t.co/S94qKp1SJV — Financelot (@FinanceLancelot) August 21, 2023 BREAKING: Charles Schwab to cut jobs, close and …

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Another Lehman moment is coming, and people are still thinking we are heading for a soft landing

https://t.co/D5KGWmAADo — Win Smart, CFA (@WinfieldSmart) August 18, 2023 Evergrande, one of China’s real estate giants, just filed Chapter 15 bankruptcy. Meanwhile, China’s HY real estate index is down a massive 82% in just over 2 years. This puts the index back down to 2008-levels. All while China just “unexpectedly” …

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Something is about to break: Real yields break things up here, at 185bps, the highest since Lehman. Bond markets anticipate spiraling debt interest expense due to increased rates.

Real yields break things up here, at 185bps, the highest since Lehman. pic.twitter.com/7od1pAtJLB — Lawrence McDonald (@Convertbond) August 15, 2023 Yes for sure. Bond markets understand that, on top of the continued large deficit spending, interest expense on the debt is going to start spiraling as rates increase. This expense …

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