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Another Week Without a Banking Crisis
Our mantra since the start of the banking crisis on March 10 has been that any day without a banking…
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Fed 's H.4.1 Shows Banking Crisis Not Getting Worse
The Fed's H.4.1 report is released every Thursday at 4:15 pm. It shows the Fed&…
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Banking Crisis May Be Abating
We've previously observed that any day without a banking crisis is a good day for stocks. SVB imploded…
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Inflation, the Fed & Too Much Happiness
The S&P 500 fell slightly today despite the better-than-expected March CPI data this morning. Inflation continues to moderate.…
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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,…
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Fed Backstops the Banks
The Fed has the banks' backsides covered. The Fed can't insure deposits, but it can guarantee that…
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What's On The Fed's Books?
The Fed provides a weekly snapshot of its balance sheet in its statistical release H.4.1. It comes out…
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Can We Bank on Yellen & Powell?
Stock prices fell after Fed Chair Jerome Powell's press conference today, which was actually relatively dovish. He said…
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Fed Hawks Down!
The FOMC raised the federal funds rate by 25bps to 4.75%-5.00%. The committee's statement reassuringly…
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The Fed Has Done Enough
The banking crisis might be equivalent to a 100bps hike in the federal funds rate. We are just guessing, but…
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The Fed Should Give It A Rest
In his previous press conference on February 1, 2023, Fed Chair Jerome Powell mentioned the word “restrictive” 10 times. It…
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The Economic Week Ahead: March 20-24
The FOMC always seems to take center stage in the financial markets these days, and will certainly do so on…
