1. Markets Shrug Off Trump Indictment for Now – Barron’s
2. Prepare for a multipolar currency world – FT Opinion
3. Eurozone inflation falls sharply to 6.9% as energy costs recede – FT
4. Flight to Money Funds Is Adding to the Strains on Small Banks – Bloomberg
5. Flood of cash into US money market funds could add to banking strains – FT
6. Don’t Mistake the Nasdaq-100’s Bear Market Escape for a Buy Signal – Barron’s
7. The Fed Is Doing Too Much, All at Once – NYT
8. The Class of 2023 Faces a Jittery Job Market – WSJ
9. The Night They Re-read Zoltan Pozsar (in his absence) – Nathan Tankus *

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1. US money supply falling at fastest rate since 1930s – Reuters
2. In Germany inflation higher than expected; in Spain, it’s lower – FT
3. A $3 Trillion Threat to Global Financial Markets Looms in Japan – Bloomberg
4. Did ‘bad accounting’ help sink Silicon Valley Bank? – FT Unhedged
5. How rising interest rates are exposing bank weaknesses – FT
6. Exit of western wheat traders from Russia will help Moscow’s war in Ukraine – Bloomberg
7. European real estate stocks hammered by banking turmoil – FT
8. Small Banks Are Losing to Big Banks; Customers Are About to Feel It – WSJ

1. Monetary policy is not solely to blame for this banking crisis – FT Opinion
2. O’Neill Urges BRICS Bloc to Expand, Challenge Dollar’s Dominance – Bloomberg
3. The Fed Passes the Buck on Bank Failures – WSJ Opinion
4. SVB’s Collapse Shows the World’s Favorite Safe Asset Isn’t Risk-Free – Businessweek
5. A Rapid-Finance World Must Ready for a Slow-Motion Banking Crisis – WSJ
6. The Price of Oil Has Tumbled. Its Next Move Is Key – Barron’s

1. SVB/FDIC: favours for saviours ensure rescues ensue – FT Opinion Lex
2. Crash Course: Silicon Valley Bank Vs. the Fed – Bloomberg Opinion
3. To Some Investors, Banks Look Like Bargains – WSJ
4. The Simple Fix to What’s Ailing Banks – Barron’s
5. BlackRock warns that Fed unlikely to cut rates – CNBC
6. Latest bank failures show the dangers of aiming too high – FT Opinion
7. How to Handle an Uncertain Market: Buy Weakness, Sell Strength – Barron’s
8. U.S. Bank Failures Pose Risk to Global Growth – WSJ

1. The Fed and the market are both right – FT Unhedged
2. Fed’s Kashkari Says Bank Strains Bring Risk of Recession Closer – Bloomberg
3. For the First Time, the Fed Is Losing Money – WSJ Opinion
4. Money mkt funds swell by more than $286bn as deposits flee banks – FT
5. What Really Caused the Current Banking Crisis? – WSJ Opinion
6. The end of the peace dividend – FT Opinion
7. What Bank Jitters and Bond Yields Say About the Likelihood of Recession – Barron’s
8. Banking Crisis Raises Concerns About Hidden Leverage in the System – Bloomberg
9. SVB’s Failure Highlights Systemically Combustible Conditions – Seth Levine *

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1. StanChart chief says Fed’s SVB deposit guarantee a ‘moral hazard’ – FT
2. Star-Led Hedge Funds Hit by Steep Losses so far in 2023 – Bloomberg
3. Fed officials double down on rate rise decision citing high inflation – FT
4. Yellen Says US Prepared for Additional Deposit Actions If Needed – Bloomberg
5. Banks Aren’t Busting the Economy, Politics Is Busting Banks – WSJ Opinion
6. The U.S. Is Scaring Off Foreign Investors – Barron’s
7. American banks face a looming credit risk – FT Opinion
8. Companies Big and Small Lose Access to Credit Amid Bank Stress – WSJ

1. Decision day: Fed Caught Between Inflation and Bank Crisis – Bloomberg
2. Fed set for pivotal decision on interest rates amid bank turmoil – FT
3. A New Chapter of Capitalism Emerges From the Banking Crisis – Bloomberg Opinion
4. The Bank Turmoil Isn’t Over. What It Means for the Fed Looking Forward – Barron’s
5. First Republic Rescue May Rely on US Backing to Reach a Deal – Bloomberg
6. UK inflation jumps unexpectedly to 10.4% in February – FT
7. Central banks are too powerful and they’re to blame for inflation – Fortune *
8. The Battle for the Treasury Market – Concoda *
9. Too Small to Not Fail: Short History of the World – Danielle DiMartino Booth *

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1. 11 Days of Turmoil Brought Down 4 Banks And Left a 5th Teetering – Bloomberg
2. Mistakes the Fed Keeps Making – WSJ Opinion
3. Lagarde: Bank turmoil risks swaying ECB’s next rate decision – FT
4. The Financial Risks of Regulatory Panic – WSJ Opinion
5. First Republic rallies as Yellen says US prepared to give more support – FT
6. Yellen Says U.S. May Intervene Again to ‘Stabilize’ Banking System – Barron’s

1. Six major central banks announce USD liquidity measures to ease crisis – FT
2. UBS to Buy Credit Suisse in $3.3 Billion Deal to End Crisis – Bloomberg
3. Fall of Credit Suisse shows more work is needed on bank risk – FT Opinion
4. First Republic Bank Looms Large for U.S. Regulators After Credit Suisse Sale – WSJ
5. Careless Supervision Sank SVB – Lawrence Lindsey via WSJ Opinion
6. Emergency Banking Measures Are Not Calming Markets – Barron’s
7. Gold Tops $2,000 for First Time in a Year as Bank Fears Continue – Bloomberg
8. Federal Reserve Faces Tough Decision on Rate Increase – WSJ

1. Credit Suisse to borrow up to $54bn from Swiss central bank – FT
2. Why Washington Chose to Rescue SVB & Signature Bank – WSJ
3. European regulators criticise US ‘incompetence’ over SVB collapse – FT
4. How SVB Triggered Credit Suisse’s Latest Mess – Barron’s
5. ECB Delivers 50 bp Hike But Gives No Signs on Next Move – Bloomberg
6. Fed’s new bind: taming inflation & preventing financial mayhem – Barron’s
7. Preventing and responding to dysfunction in core markets – Dallas Fed *

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