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Takeaways from Senate Hearing on Recent Bank Failures and the Potential Effects of AI on Economic Growth/Productivity
Today the US Senate Banking Committee held a hearing about recent bank failures with regulators from the Federal Reserve. Here were the highlights from…
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Timothy Chang
SVB Finally Acquired, Financial Risk Lying Everywhere, Mixed Signals Coming from the Housing Market
Silicon Valley Bank has been acquired! The Federal Deposit Insurance Corporation (FDIC) entered into a purchase and assumption agreement for all…
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Timothy Chang
FOMC Analysis and Breakdown: Fed Raises Rates by 25 bps, 'Banking System is Sound', Powell and Yellen Give Contadictory Messages...
Yesterday, the Fed raised rates by 25bps, bringing the fed funds rate to a target range of 4.75% to 5%. Here were some notable revisions to the FOMC…
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Timothy Chang
Banks Scramble For Liquidity, US Looks to Guarantee All Bank Deposits If Crisis Grows, Trouble Brewing in Commercial RE...
A couple of days ago, we discussed how the banks have been borrowing record amounts from the Fed… Over the past 2 weeks, the Fed’s balance sheet has…
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Timothy Chang
UBS acquires Credit Suisse, Central Banks Inject More Liquidity, Equities Stay Expensive, Tech Sees Major Inflows...
The big news of the weekend was UBS's acquisition of Credit Suisse. UBS will be paying CHF 3bn (US$3.25 billion), or 0.76 per share, specifically…
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Timothy Chang
Banks Borrow Most Since 2008, First Republic Bailed Out, ECB Hikes 50 bps, Recession Odds Climb...
And just like that, I guess quantitative tightening is over. Over the past 2 weeks, the Fed’s balance sheet has expanded by $300 billion, which has…
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Timothy Chang
Credit Suisse Backstopped, The Macro Impact of Small Bank Stress, and More Market Technicals...
Contagion from US bank stress has officially spilled over to Europe, specifically Credit Suisse. Wednesday saw Credit Suisse’s stock sink to record lows…
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Timothy Chang
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