1. Sharp sell-off in First Republic shares causes alarm in Washington – FT
2. Quants Are ‘Out of Ammo’ for Buying Stocks, Goldman Warns – Bloomberg
3. The Easy-Money Lesson of First Republic Bank – WSJ Opinion
4. Summers Says Inflation Won’t Return to 2% Without Downturn – Bloomberg
5. Banking Problems May Be Tip of Debt Iceberg – Greg Ip in WSJ
6. Fed funds futures traders boost odds of a Fed pause next week – MarketWatch
7. What Elon Musk gets right about entrepreneurs – FT *
8. Black-Scholes at 50: how a pricing model for options changed finance – FT *

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1. M2 Money Supply Set to Contract: Outlook for the Fed, Economy, & Inflation – Barron’s
2. Wall Street Is Finally Going to Make Money Off the Permian – Bloomberg
3. Why Europe’s stock markets are failing to challenge the US – FT
4. Fed up with low rates on deposits, US savers snap up government debt – FT
5. Crack-Up Capitalism — is democracy in danger from free-market dogma? – FT
6. US regional banks plummet again; here’s why – Barron’s
7. Debt-ceiling worries flare – MarketWatch

1. Central banks load up on gold in response to rising geopolitical tensions – FT
2. Why the Banking Mess Isn’t Over – WSJ
3. What strong gold says about the weak dollar – FT Opinion
4. Financial System’s New Vulnerability to Accidents Will Rattle Investors – Barron’s
5. Too much Fed liquidity has led to a whack-a-mole world of problems – FT Opinion
6. The anti-dollar drive spearheaded by Asia has spread to Europe – Markets Insider
7. Signs of a Slow-Moving Credit Crunch – Bloomberg Odd Lots
8. Minsky & Kindleberger: Fellow travelers of financial instability – Perry Mehrling *
9. Day by day: The Fed in the Long Pandemic – Daniel Neilson *
10. Banking Crisis: All Clear – Fed Guy *

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1. US regional banks’ stability comes at a price after SVB’s collapse – FT
2. Luxury Fortunes Jump $93 Billion on Demand Boom – Bloomberg
3. ETFs offer a route to much-needed bond market liquidity – FT
4. Fed Officials Back Another Hike While Watching Banking Fallout – Bloomberg
5. Yellen warns US decoupling from China would be ‘disastrous’ – FT
6. Fed Rethinks Loophole That Masked Losses on SVB’s Securities – WSJ
7. Why America will soon see a wave of bank mergers – Economist
8. Is the Bubble Economy Really Bursting? – Barron’s
9. Ameridollars and Primer: A Deposit’s Life – Fed Guy *

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1. Blackstone president warns market is overestimating chance of Fed rate cuts – FT
2. US Recurring Jobless Claims Jump to Highest Since November 2021 – Bloomberg
3. U.S. oil benchmark extends drop below $80 a barrel on recession fears – MarketWatch
4. Threats to the US dollar’s dominance are overblown – FT Opinion
5. Yellen says U.S. economic competition with China must be ‘fair to both sides’ – CNBC
6. Andy Beal, America’s richest banker, makes a massive bond bet on inflation – MarketWatch

1. The future of interest rates is a riddle – FT Opinion
2. UK Inflation Sticks Above 10%, Lifting Prospect of Rate Hike – Bloomberg
3. Safe Banks Require Harsh Discipline – Barron’s Opinion
4. Tech’s Retrenchment Hammers Landlords With Glut of Empty Offices – Bloomberg
5. The new Washington consensus – FT Opinion
6. Mend the Liberal Economic Order Before It’s Too Late – Bloomberg Opinion

1. Investors bet US dollar has further to fall – FT
2. Stock Market Keeps Climbing; Skeptics Hold Tight to the Bear Case – Bloomberg
3. Pension fund Calstrs braced for writedowns in $50bn property portfolio – FT
4. Investors Are the Most Bearish on Stocks Versus Bonds Since 2009 – Bloomberg
5. US Dollar Is Not Losing Its Status Anytime Soon – John Authers in Bloomberg
6. Why Apple’s Latest Move Is Another Blow for Banks – Barron’s
7. The dangers of asset managers and long-term infrastructure – FT Opinion
8. What happens to markets if the USD loses its dominance? – MarketWatch
9. The Sudan crisis and the Sahel gold rush – Adam Tooze *

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1. Money market funds caught up in US debt ceiling stand-off – FT
2. Yellen says sanctions may risk hegemony of US dollar – Insider Paper
3. All-to-all’ trading offers fix for illiquid Treasuries market – FT
4. First Republic Bank Worked Hard to Woo Rich Clients – Bloomberg
5. How Good Are Your Custodians’ Options for Client Cash? – Barron’s
6. Deposit insurance is key to the confidence trick of banking – FT Opinion
7. Big Bank Earnings Won’t Reveal If the Turmoil Is Over – Barron’s
8. Where Did All That Borrowed Money Go? – WSJ Opinion

1. Hank Paulson: ‘I think it’s pretty likely we will see a recession’ – FT
2. As Bond Market Turbulence Eases, Companies Borrow Again – WSJ
3. Treasury troubles revisited – FT Alphavilla
4. The Fed’s Inflation Troubles Won’t End Soon, Economist Says – Barron’s Opinion
5. The Swiss Bank-Bailout Rebellion – WSJ Opinion
6. How High Interest Rates Turn ‘Paper Losses’ Into Real Ones – WSJ Opinion
7. US wholesale inflation posts biggest drop since start of pandemic – MarketWatch
8. The ‘Extraterritorial’ US Dollar – Pacemaker Global *

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1. Japan, Germany and the challenge of excess savings – FT Opinion
2. Wells Fargo Strategist Warns S&P 500 Is Set for a 10% Correction – Bloomberg
3. US inflation eased to lowest level in nearly two years in March – FT
4. Top US Banks to Reveal $521 Billion Deposit Drop, Most in Decade – Bloomberg
5. Global savings glut more ephemeral than we think – FT Opinion
6. Crosscurrents Hide a Rapidly Cooling Labor Market – WSJ
7. Mundell Predicted Our Economic Instability – WSJ Opinion