The FOMC will announce its Fed Fund’s rate policy decision this Wednesday. Given the recent...
Fed Mandates or Financial Stability
Heading into next week’s FOMC meeting, the Fed’s big dilemna is whether to address...
Credit Suisse Bank is Next on the Docket
Shares of Credit Suisse and other large European banks traded sharply lower yesterday. This occurs...
Rate Pivot or Higher For Longer
Less than a week after Jerome Powell was pounding the table on Capitol Hill, arguing the Fed must...
BTFP The Latest Bank Bailout
On Sunday afternoon, the Fed and Treasury rode the rescue with the Bank Term Funding program, BTFP,...
Silicon Valley Bank Default Rattles the Markets
Banking is relatively simple, they raise deposits and lend money. To do so successfully, a bank...
Delinquent Consumer Loans on the Rise
The chart below showing delinquent consumer loans is concerning but misleading. At first blush, the...
Tightening Phase 2, More QT?
Over the last twelve months, the Fed has been tightening policy at its most aggressive pace in over...
Bank Profit Margins At Risk
The yield curve is often used as a proxy for bank profit margins. The logic is that banks tend to...
Bullish 0DTE Bets
0DTE options are speculative option trades that expire within a day of expiration. Furthermore, and...