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Mar 15, 2023
With the 'sudden' onset of bank insolvency and credit risk, it seems a good time to peek at the US Treasury’s *own* financial position. Take its debt temperature, so to speak. This is a long but really important one, so saddle up and settle in. It'
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James Lavish
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Apr 13, 2023
Let’s talk US bank lending, the latest chart to dominate FinTwit macro bear feeds… Yes, bank lending standards leads bank lending activity, but bank lending is an extremely lagging indicator and the market generally tends to look through the actual
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Julien Bittel, CFA
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Mar 28, 2023
Elevated rates, vacant properties, and now lenders are going belly up — the noose around commercial real estate is tightening. Commercial real estate is the next victim of the credit crunch 🧵👇 twitter.com/JoeConsorti/status/1640833471894388739/photo
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Joe Consorti ⚡
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Mar 27, 2023
Repealing the Hold to Maturity would have major negative consequences. There is a lot of misunderstanding on the purpose of HTM accounting. HTM serves a purpose within the context of a bank's business model of liquidity, credit, and duration transfo
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Ram Ahluwalia, crypto CFA
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Mar 18, 2023
SVB’s biggest mistake was creating a balance sheet that wasn’t resilient in a rising rate environment. Correctly calculating the Beta of their deposits would have led them to construct a short duration investment portfolio. A primer on Deposit Beta
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Frank Rotman
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Mar 13, 2023
What are the knock-on implications of the rapid demise of Silicon Valley Bank? Like Volcker over Continental Illinois, Powell pragmatically has chosen to make depositors whole. But what else can history teach us? My latest for @ft 🧵 www.f
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Huw van Steenis
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Mar 12, 2023
Sharp Relief: Thoughts on #SVB Disclosure: I’m directly or indirectly involved with several firms who had/have funds at SVB. None are impaired, or facing liquidity issues due to failure. What happens (conjecture): /1
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Scott Galloway
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Mar 11, 2023
OK, some very early morning thoughts on SVB, and why it probably isn't a harbinger for the banking system as a whole — why this is unlikely to be another Lehman moment 1/
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Paul Krugman
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Nov 30, 2022
1/ My essay "Structural Adjustment: How the IMF and World Bank Repress Poor Countries and Funnel Their Resources to Rich Ones" is now live The Bank and Fund claim to help poor countries develop and rescue them from crises But what if that's not tru
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Alex Gladstein
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