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Is Japan's Carry-Trade Earthquake Over Yet?
This morning, US stocks and bonds were quick to price in Japan's stock market carnage overnight. Tokyo'…
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Giving Credit To The Consumer
The strength of the US consumer has underpinned much of the current bull market in stocks. In recent months, rising…
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SLOOS Shows Looser Credit Conditions
The Fed may not be as almighty as Fed officials believe. The FOMC has raised the federal funds rate aggressively…
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Banking Crisis May Be Abating
We've previously observed that any day without a banking crisis is a good day for stocks. SVB imploded…
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On the Lookout for a Bank Credit Crunch
The Silicon Valley Bank imploded on Friday, March 10. To avert a widespread bank run, the Fed announced, on Sunday,…
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Fed Backstops the Banks
The Fed has the banks' backsides covered. The Fed can't insure deposits, but it can guarantee that…
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April Is Coming
April is the second best month of the year for the stock market. From 1928 through 2022, the S&…
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A Wave of Bank Mergers Ahead
The FDIC started to do its job immediately after it seized Silicon Valley Bank (SVB). The regulator transferred all SVB…
