A hub for independent voices and signals
BREAKING: Truist plans ‘sizable’ layoffs; target of cuts uncertain https://t.co/S94qKp2qzt — Financelot (@FinanceLancelot) September 11, 2023 Banks in the US just saw their biggest weekly deposit outflows since the collapse of SVB. Total bank deposits (on a seasonally-adjusted basis) plunged …
Banks are tightening lending standards consistent with levels that have ALWAYS led to a recession Buckle up pic.twitter.com/OjXqe4OpZN — Bravos Research (@bravosresearch) September 4, 2023 https://twitter.com/RJRCapital/status/1698498854453227530 The current yield curve inversion is at the same level as 1928. Let that …
Kevin O’Leary warns chaos is about to begin for US economy: ‘Wake up and smell the roses’ “We have a crisis emerging. … I’m talking about companies with five to 500 employees, which represent over 60% of our economy,” O’Leary …
by Dismal-Jellyfish Borrowing from the Bank Term Funding Program hit a NEW all time high–the 13th consecutive week above $100 billion! What we are monitoring: Bank Term Funding Program (BTFP) Discount Window/Primary Credit “Other Credit Extensions” I hope to shed …
via CNN: Hong Kong/London CNN — Country Garden warned Wednesday that it could default on its vast debts as it reported a loss of 51.5 billion yuan ($7 billion) for the first six months of the year. The company, which …
Treasury Yields Reach Highest Since 2007 Amid Elevated Rate Fears: Rising Real Yields Reflect Firmer Economy and Higher Deficits; 10-Year Yield Surpasses 4.34%, Marking Highest Level Since Financial Crisis The US bond-market selloff resumed Monday, driving 10-year yields to a …
by Dismal-Jellyfish Borrowing from the Bank Term Funding Program hit a NEW all time high–the 11th consecutive week above $100 billion! What we are monitoring: Bank Term Funding Program (BTFP) Discount Window/Primary Credit “Other Credit Extensions” I hope to shed …
by DesmondMilesDant Goldman Sachs Blames Zero-Day Options for Fueling S&P 500 Selloff Options speculation was the reason the market got run up in the first place, not sure why they are surprised when it also drives it down. FINRA ‘discipline’ …
The bearish curve steepening we feared is fast becoming reality. The impact on risk assets occurs less through the textbook arbitrage channel and more via negative effect on collateral and hence on #liquidity @au_shareplicity @johnauthers https://t.co/VuMvsqnJQ4 — CrossBorder Capital/ GLIndexes …
Assets in money market funds have hit a record $5.5 trillion. With yields above 5%, this trend should continue. pic.twitter.com/gpRrtgBjoL — Charlie Bilello (@charliebilello) August 3, 2023 Bear Stearns Collapse March 16, 2008Lehman Brothers Collapse September 15, 2008 Silicon Valley …
by Dismal-Jellyfish Table 1 (PDF) | Table 2 (PDF) | Charts (PDF) Wut Mean?: Commercial and Industrial (C&I) Lending: Banks tightened standards for C&I loans to businesses of all sizes. All loan terms for C&I loans, like rate spreads, premiums on riskier loans, credit …
Bank of England set to incur £150bn loss from bond sales after interest rate rises Higher interest rates will force the Bank of England to make a loss of £150bn from the sale of bonds bought to shore up the UK’s financial …
by WarrenBuffe Community Banks to Face Margin and Earnings Pressures in 2023 – Rising Rates and Liquidity Crunch Shift the Landscape for US Banks https://www.spglobal.com/marketintelligence/en/news-insights/research/community-banks-margins-earnings-squeezed-by-liquidity-crunch https://www.spglobal.com/marketintelligence/en/news-insights/research/liquidity-pressures-put-funding-in-the-crosshairs-at-community-banks
M2 deepest declineEVER pic.twitter.com/8xwBf4NZQN — Win Smart, CFA (@WinfieldSmart) July 17, 2023 This is fine.
by Tom McClellan Later this year, there is going to be a big liquidity problem hitting the financial markets. And if you can believe the legacy media, it is all due to climate change, since these days they think that …
by Dismal-Jellyfish Borrowing from the Bank Term Funding Program is on the increase again! What we are monitoring: Bank Term Funding Program (BTFP) Discount Window/Primary Credit “Other Credit Extensions” I hope to shed light on the recent uptick in borrowing …
With the YTD rally, the $SPX has decoupled from the global liquidity proxy for the first time since pre-2020. pic.twitter.com/bVzH3QxeuN — David Marlin (@Marlin_Capital) July 19, 2023 Bulls think it's March 2020 all over again. The shock will be extreme. …
by confoundedinterest17 Alarm! The global credit correction has arrived. Or as Bill Paxton said in Twister, “It’s already here!” The question is, how far into the economy will it extend? US Gross Domestic Income YoY is still growing strong at 4.5%, …
That's the week. We have now entered the pre-FOMC silent period. 96% probability of July rate hike. Peak earnings. Lowest liquidity period of the entire year. Nothing can go wrong now. pic.twitter.com/TEXdXB3q2w — Mac10 (@SuburbanDrone) July 14, 2023 Anyone who …
by Dismal-Jellyfish Borrowing from the Bank Term Funding Program is back on the increase! What we are monitoring: Bank Term Funding Program (BTFP) Discount Window/Primary Credit “Other Credit Extensions” I hope to shed light on the recent uptick in borrowing …
Total BTFP & OCE didn't drop this week. The Fed paused pulling liquidity from the banks Now that we know Bullard is leaving the Fed on Aug 14 that's the likely target week when the Fed plans to start dramatically …
by confoundedinterest17 The Federal Reserve is printin’ the night away! Yes, as The Fed printin’ the night away, the US Treasury yield curve (10Y-2Y) is still inverted, but at -86.616 basis points. The 2 year US Treasury yield is down …
#China rapid change of mind! Defend the #RMB!! pic.twitter.com/OYA0cTisHw — CrossBorder Capital/ GLIndexes (@crossbordercap) July 10, 2023 Watch #usd and #yen in coming weeks. Has JPY been 'weaponized'?! @acrossthespread https://t.co/dMly80PxGg — CrossBorder Capital/ GLIndexes (@crossbordercap) July 10, 2023 China's Economy …
Fed’s Balance Sheet Drops $667 Billion from Peak to $8.3 Trillion, Below Aug 2021, as QT Continues and Bank Panic Support Unwinds.The Fed has now shed 20.5% of Treasury securities it had bought during pandemic QEhttps://t.co/mPCK2pkADD pic.twitter.com/zN0GQQuqAF — Wolf Richter …
by confoundedinterest17 Joe Biden, or “Blow Biden” after the cocaine was discovered in the White House the other day, owns the abysmal mortgage and housing market thanks to The Fed fighting inflation caused by Bidenomics (massive Federal spending and massive …
Banks would lose $541 billion in ‘hard landing’ contingency: Fed The Federal Reserve said Thursday that banks are well capitalized enough to endure a severe recession but stand to lose $541 billion if the economy heads south. The findings came …
by DesmondMilesDant Well in the first as written in the flash screen: Fed bal sheet – Tga – Rrp – Fed net operating losses. As for the second chart it’s the old measure: Fed bal sheet – Tga – Rrp. …
https://twitter.com/NorthmanTrader/status/1672222859572150272
