Monday’s links

  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 *

*  Also appears on the Recommended Articles tab