- StanChart chief says Fed’s SVB deposit guarantee a ‘moral hazard’ – FT
- Star-Led Hedge Funds Hit by Steep Losses so far in 2023 – Bloomberg
- Fed officials double down on rate rise decision citing high inflation – FT
- Yellen Says US Prepared for Additional Deposit Actions If Needed – Bloomberg
- Banks Aren’t Busting the Economy, Politics Is Busting Banks – WSJ Opinion
- The U.S. Is Scaring Off Foreign Investors – Barron’s
- American banks face a looming credit risk – FT Opinion
- Companies Big and Small Lose Access to Credit Amid Bank Stress – WSJ
Category: News links
Wednesday’s links
- Decision day: Fed Caught Between Inflation and Bank Crisis – Bloomberg
- Fed set for pivotal decision on interest rates amid bank turmoil – FT
- A New Chapter of Capitalism Emerges From the Banking Crisis – Bloomberg Opinion
- The Bank Turmoil Isn’t Over. What It Means for the Fed Looking Forward – Barron’s
- First Republic Rescue May Rely on US Backing to Reach a Deal – Bloomberg
- UK inflation jumps unexpectedly to 10.4% in February – FT
- Central banks are too powerful and they’re to blame for inflation – Fortune *
- The Battle for the Treasury Market – Concoda *
- Too Small to Not Fail: Short History of the World – Danielle DiMartino Booth *
* Also appears on the Recommended Articles tab
Tuesday’s links
- 11 Days of Turmoil Brought Down 4 Banks And Left a 5th Teetering – Bloomberg
- Mistakes the Fed Keeps Making – WSJ Opinion
- Lagarde: Bank turmoil risks swaying ECB’s next rate decision – FT
- The Financial Risks of Regulatory Panic – WSJ Opinion
- First Republic rallies as Yellen says US prepared to give more support – FT
- Yellen Says U.S. May Intervene Again to ‘Stabilize’ Banking System – Barron’s
Monday’s links
- Six major central banks announce USD liquidity measures to ease crisis – FT
- UBS to Buy Credit Suisse in $3.3 Billion Deal to End Crisis – Bloomberg
- Fall of Credit Suisse shows more work is needed on bank risk – FT Opinion
- First Republic Bank Looms Large for U.S. Regulators After Credit Suisse Sale – WSJ
- Careless Supervision Sank SVB – Lawrence Lindsey via WSJ Opinion
- Emergency Banking Measures Are Not Calming Markets – Barron’s
- Gold Tops $2,000 for First Time in a Year as Bank Fears Continue – Bloomberg
- Federal Reserve Faces Tough Decision on Rate Increase – WSJ
Thursday’s links
- Credit Suisse to borrow up to $54bn from Swiss central bank – FT
- Why Washington Chose to Rescue SVB & Signature Bank – WSJ
- European regulators criticise US ‘incompetence’ over SVB collapse – FT
- How SVB Triggered Credit Suisse’s Latest Mess – Barron’s
- ECB Delivers 50 bp Hike But Gives No Signs on Next Move – Bloomberg
- Fed’s new bind: taming inflation & preventing financial mayhem – Barron’s
- Preventing and responding to dysfunction in core markets – Dallas Fed *
* Also appears on the Recommended Articles tab
Wednesday’s links
- The bailout blues – FT Unhedged
- Credit Suisse Ignites Global Market Rout as Banking Fears Return – Bloomberg
- Fed’s New Loan Program Appears to Favor SVB Over Other Regional Banks – Barron’s
- Soaring bond-market volatility makes it difficult to value stocks – MarketWatch
- BlackRock CEO raises spectre of ‘slow rolling crisis’ after SVB failure – FT
- A looming game of chicken on US debt – FT Opinion
- Lessons from the disaster engulfing Silvergate Capital – Frances Coppola *
* Also appears on the Recommended Articles tab
Tuesday’s links
- Ken Griffin: US capitalism is ‘breaking down before our eyes’ – FT
- New Banking Crisis Calls Fed Interest Rate Path Into Question – WSJ
- Was This a Bailout? Skeptics Descend on Silicon Valley Bank Response – NYT
- Will another bank fall? And have rates gone mad? – FT Unhedged
- Traders Worldwide Herald End to Rate Hikes After US Bank Run – Bloomberg
- Banking Crisis Powers Historic Bond Rally – WSJ
- ‘QE By Another Name’: New Bank Backstop Means End of QT – Bloomberg
Monday’s links
- Fed, Treasury, FDIC roll out emergency measures to protect depositors – WSJ
- Fed announces new lending facility to provide extra funding – FT
- The Silicon Valley Bank Bailout – WSJ Opinion
- Fed’s New Backstop Shields Banks From Billions in Losses – Bloomberg
- Elevated bond yields are revealing some nasty surprises – Bloomberg Opinion
- How Silicon Valley Turned on Silicon Valley Bank – WSJ
- Bank-Rescue Doubts Persist as Other Bank Shares Plummet – Bloomberg
- Hidden to Market – Fed Guy *
* Also appears on the Recommended Articles tab
Wednesday’s links
- The EU’s future in a world of deep disorder – Martin Wolf via FT Opinion
- Investors Bet Europe’s Inflation Will Match US, As During Financial Crisis – Bloomberg
- U.S. and China Plunge Further Into a Spiral of Hostility – WSJ
- Deepest Bond Yield Inversion Since Volcker Suggests Hard Landing – Bloomberg
- An Offshore Oil Rebound Is Under Way – Barron’s
- Traders Burned by Stock Losses Are Pouring Billions Into Credit – Bloomberg
- Fed is now on right track to price stability – FT Opinion
Tuesday’s links
- Roubini Fears Hard Landing Amid Persistent Global Inflation – Bloomberg
- China FM warns of potential for conflict with US and hails Russia ties – Guardian
- Biden Eyes Tax Hike on Income Over $400,000 to Fund Medicare – Bloomberg
- Powell warns Fed is prepared to return to bigger interest rate rises – FT
- Debt Ceiling Is the Risk Wall Street Doesn’t Want to Think About – Bloomberg
- Why the Federal Reserve Won’t Commit – NY Times
- US Housing Market Hits a Turning Point With Home Prices Falling – Barron’s