tim@emorningcoffee.comMar 25, 20235 min readWeek ended March 24, 2023Concerns about banking arguably subsided as the week wore on, with Fed and BoE rate decisions taking centre stage. Risk assets better bid.
tim@emorningcoffee.comMar 18, 20235 min readWeek ended March 17, 2023Bank concerns continue even as solutions were put forth for First Republic and CS. NASDAQ and Bitcoin rally, other markets signal risk off
tim@emorningcoffee.comMar 15, 20237 min readMoral hazard following SIVBThe Fed, Treasury and FIDC took two steps last Sunday to address the SIVB situation. Are these effectively a form or moral hazard?
tim@emorningcoffee.comMar 13, 202312 min readThe end of Silicon Valley BankSilicon Valley Bank went from fine to dead in less than 48 hours. Why and how? Could it have been prevented? What now?
tim@emorningcoffee.comMar 11, 20234 min readWEEKLY: Regulatory takeover of SIVB steals the showIn a week full of economic data and news, the take-over of Silicon Valley Bank by the FDIC spurred a risk-off attitude, with USTs gaining.
tim@emorningcoffee.comJul 27, 20218 min readHow did we get here: US equities are expensiveWhy are equities at historically high levels less than 1.5 years following a pandemic unlike anything experienced in 100 years?
