público
Is Japan's Carry-Trade Earthquake Over Yet?
This morning, US stocks and bonds were quick to price in Japan's stock market carnage overnight. Tokyo'…
Credit
8 posts
público
pagado
Giving Credit To The Consumer
The strength of the US consumer has underpinned much of the current bull market in stocks. In recent months, rising…
público
SLOOS Shows Looser Credit Conditions
The Fed may not be as almighty as Fed officials believe. The FOMC has raised the federal funds rate aggressively…
pagado
Banking Crisis May Be Abating
We've previously observed that any day without a banking crisis is a good day for stocks. SVB imploded…
público
On the Lookout for a Bank Credit Crunch
The Silicon Valley Bank imploded on Friday, March 10. To avert a widespread bank run, the Fed announced, on Sunday,…
público
Fed Backstops the Banks
The Fed has the banks' backsides covered. The Fed can't insure deposits, but it can guarantee that…
pagado
April Is Coming
April is the second best month of the year for the stock market. From 1928 through 2022, the S&…
pagado
A Wave of Bank Mergers Ahead
The FDIC started to do its job immediately after it seized Silicon Valley Bank (SVB). The regulator transferred all SVB…
