|
2023-03-12T12:10:08.000Z,zerohedge,Why Credit Needs A Golden Anchor ,Neutral,General News | Opinion,89.0,98.0 |
|
2023-03-12T12:06:46.000Z,WSJmarkets,State regulators are pushing back on life insurers’ use of data science to speed up applications ,Neutral,Legal | Regulation,85.0,84.0 |
|
2023-03-12T12:04:45.000Z,AvidCommentator,"Great follows of the week |
|
|
|
@Mayhem4Markets |
|
@amlivemon |
|
@nglinsman |
|
@f_wintersberger |
|
@wolfofwolfst |
|
@chigrl |
|
@Raphfel |
|
@BobEUnlimited |
|
@INArteCarloDoss |
|
@Bellehos |
|
@AyeshaTariq |
|
@WifeyAlpha |
|
@gbponz |
|
@kimchipump |
|
@PPGMacro |
|
@StephenPunwasi |
|
@UrbanKaoboy |
|
@DiMartinoBooth ",Neutral,General News | Opinion,97.0,96.0 |
|
2023-03-12T12:01:01.000Z,FTMarkets,Will the European Central Bank signal further rate rises are coming? ,Neutral,Fed | Central Banks,99.0,99.0 |
|
2023-03-12T12:00:16.000Z,TheStreet,Here's how to save money on an overseas flight ,Neutral,General News | Opinion,100.0,99.0 |
|
2023-03-12T11:58:31.000Z,M_PaulMcNamara,"RT @KarlBode: you can set your watch to this stuff |
|
|
|
work tirelessly to defang regulators and deregulate long-problematic industries, then p…",Neutral,General News | Opinion,100.0,99.0 |
|
2023-03-12T11:58:10.000Z,adam_tooze,"Chartbook: Chinese manufacturing dominance, the slave-trade & |
|
2023-03-12T11:57:51.000Z,M_PaulMcNamara,"RT @CasPiancey: “The public should never root for a bank run” |
|
|
|
They’re rooting for it because it’s the VC bank and they hate your guts. |
|
|
|
“T…",Neutral,General News | Opinion,99.0,98.0 |
|
2023-03-12T11:55:10.000Z,adam_tooze,"Chartbook: Top links 174 Chinese manufacturing dominance, the slave-trade & |
|
2023-03-12T11:46:30.000Z,FT,The UK chancellor’s fiscal conundrum | opinion,Neutral,Politics,100.0,97.0 |
|
2023-03-12T11:46:01.000Z,TheTranscript_,"$DIS CEO: ""We're not recession-proof..."" ",Bearish,Stock Commentary,85.0,99.0 |
|
2023-03-12T11:45:07.000Z,economics,The UK is known for its pub culture. Gen Z doesn't care ,Neutral,General News | Opinion,97.0,89.0 |
|
2023-03-12T11:41:17.000Z,TheTranscript_,"$DIS CEO: ""Disney is a 100-year-old brand. It was created in 1923. And when you think about brands in the world that have survived 10 decades of existence ...there aren't many you could name. There's actually only one. I think it's Coca-Cola, when you think about it"" ",Neutral,Stock Commentary,93.0,59.0 |
|
2023-03-12T11:35:08.000Z,zerohedge,France's First Lady Loses Transgender Lawsuit ,Neutral,Legal | Regulation,61.0,99.0 |
|
2023-03-12T11:34:11.000Z,economics,Aramco's dividend is a crucial source of funding for the Saudi government ,Neutral,Dividend,97.0,95.0 |
|
2023-03-12T11:27:54.000Z,TheTranscript_,$SIVB is touching even the royals: ,Bullish,Stock Commentary,56.99999999999999,100.0 |
|
2023-03-12T11:26:25.000Z,elerianm,"From the @FT and illustrating that, with an active ""Silicon Valley Bank UK,"" the direct disruptions from the #SVB drama in the US have global spillovers (let alone the indirect ones). |
|
Interestingly, there have been more policy signals coming out of the UK than out of the US |
|
#SVIB ",Neutral,Politics,90.0,48.0 |
|
2023-03-12T11:25:00.000Z,TheTranscript_,"Buffett last month: ""As for the future, Berkshire will always hold a boatload of cash and U.S. Treasury bills along with a wide array of businesses. ...Our CEO will always be the Chief Risk Officer – a task it is irresponsible to delegate"" $BRK.A $BRK.B ",Neutral,General News | Opinion,98.0,39.0 |
|
2023-03-12T11:24:21.000Z,tracyalloway,"This is important, I think, and we already saw hints of it with Credit Suisse last year. But maybe it shouldn’t be a surprise that the first post-crisis US bank failure involved a highly networked social group (tech/VCs). ",Neutral,General News | Opinion,84.0,96.0 |
|
2023-03-12T11:10:05.000Z,economics,"The Federal Reserve Bank of New York says stress on the world’s beleaguered supply chains have finally returned to normal — below normal, in fact ",Bearish,Fed | Central Banks,86.0,98.0 |
|
2023-03-12T11:03:42.000Z,economics,Britain is going through a lost decade worse than the 1990s in Japan ,Bearish,Macro,99.0,98.0 |
|
2023-03-12T11:03:42.000Z,economics,The unpredictable behavior of Germany’s ruling coalition is becoming a disruptive influence in Europe and raising hackles across the continent ,Neutral,General News | Opinion,80.0,79.0 |
|
2023-03-12T11:00:13.000Z,TheStreet,It looks like the Final Frontier will have to wait ,Neutral,General News | Opinion,99.0,82.0 |
|
2023-03-12T11:00:08.000Z,zerohedge,UK Disinformation Unit Monitored Headmaster Who Questioned COVID-19 Vaccines For Children ,Neutral,Company | Product News,92.0,99.0 |
|
2023-03-12T10:49:52.000Z,elerianm,"From this week's edition of @TheEconomist. |
|
Also, we should not forget the financial stability risks, especially in the case of the #FederalReserve but also the @ECB. |
|
In sum, #CentralBanks face a trilemma and not just a dilemma. |
|
More to follow |
|
#economy #EconTwitter #fed #inflation ",Neutral,Fed | Central Banks,95.0,98.0 |
|
2023-03-12T10:48:28.000Z,economics,South Korea's senior finance ministers held an emergency meeting at the weekend to gauge the impact of SVB on local markets and the economy ,Neutral,Macro,91.0,70.0 |
|
2023-03-12T10:40:00.000Z,economics,"House prices in plum London neighborhoods are diverging, making it a challenging time for the secret agent's Chelsea client to sell ",Neutral,Macro,75.0,83.0 |
|
2023-03-12T10:33:09.000Z,TheTranscript_,"RT @TheTranscript_: 3 relevant quotes from $SIVB CEO at the $MS TMT conference on Tuesday this week: |
|
|
|
1. He mentioned FTX 😬: |
|
|
|
""If you're si…",Neutral,Stock Commentary,95.0,100.0 |
|
2023-03-12T10:31:51.000Z,TheTranscript_,"RT @realmemes6: ""One of these things is not like the others, one of these things doesn't belong..."" |
|
Any bank can be taken down by a bank ru…",Neutral,General News | Opinion,97.0,98.0 |
|
2023-03-12T10:31:05.000Z,M_PaulMcNamara,,Neutral,General News | Opinion,97.0,98.0 |
|
2023-03-12T10:30:50.000Z,M_PaulMcNamara,Here we go again @dsquareddigest @jeuasommenulle ,Neutral,General News | Opinion,100.0,99.0 |
|
2023-03-12T10:30:28.000Z,TheTranscript_,"British Finance Minister Jeremy Hunt on the UK subsidiary of $SIVB: |
|
|
|
""..there is a serious risk to some of our most promising companies in tech & |
|
2023-03-12T10:27:15.000Z,M_PaulMcNamara,If your bank goes bust with all your money your’re not just “technically” insolvent. ,Neutral,General News | Opinion,98.0,97.0 |
|
2023-03-12T10:26:19.000Z,M_PaulMcNamara,Is… is that Guy Fawkes? (My Ukrainian isn’t great but I’m pretty sure the caption is “dick”) ,Neutral,Politics,100.0,51.0 |
|
2023-03-12T10:25:26.000Z,M_PaulMcNamara,RT @Limerick1914: This far-right propaganda from Hitchens is not a surprise. It’s been a long term goal of the extreme right to attempt to…,Neutral,General News | Opinion,97.0,97.0 |
|
2023-03-12T10:14:01.000Z,economics,More signs of stress are appearing in Ireland's property market ,Bearish,General News | Opinion,73.0,59.0 |
|
2023-03-12T10:13:30.000Z,M_PaulMcNamara,Usually an indicator that things are going badly for 🇷🇺 ,Bearish,General News | Opinion,89.0,99.0 |
|
2023-03-12T10:08:55.000Z,M_PaulMcNamara,RT @Streettough: His tweet is still up. Lineker didn’t mention the holocaust. He compared the language being used. It has not stopped peopl…,Neutral,General News | Opinion,98.0,98.0 |
|
2023-03-12T10:08:14.000Z,M_PaulMcNamara,The really interesting bit here is that Ed doesn’t even appear to be getting any hate from the Quitlings. They’ve actually given up. ,Neutral,General News | Opinion,98.0,88.0 |
|
2023-03-12T10:02:41.000Z,economics,"In the last few decades, British society has changed immensely. Its institutions, much less so. Therein lies the secret of its enduring appeal, argues @nfergus ",Neutral,General News | Opinion,93.0,84.0 |
|
2023-03-12T10:01:31.000Z,FT,Silicon Valley Bank’s China venture in doubt as start-ups struggle to access US funds ,Bearish,Company | Product News,93.0,55.00000000000001 |
|
2023-03-12T10:01:14.000Z,jeuasommenulle,"190bn of *uninsured* deposits* of course, sorry",Neutral,Macro,99.0,54.0 |
|
2023-03-12T10:00:18.000Z,TheStreet,Here's where America really wants to honeymoon ,Neutral,General News | Opinion,100.0,99.0 |
|
2023-03-12T09:54:31.000Z,AvidCommentator,"If this SVB stuff is enough to get the Fed to cut rates and bring back the firehose of liquidity, then the system is f***ed. |
|
|
|
As things stand I dont think it's enough to make them do anything like that. |
|
|
|
But that isnt stopping a conga line of folks calling for it.",Neutral,Fed | Central Banks,99.0,71.0 |
|
2023-03-12T09:52:02.000Z,AvidCommentator,RT @SRuhle: Watching a group of dudes who normally preach from Ayn Rand's book of philosophy suddenly demand Biden rescue $SVIB depositors…,Neutral,General News | Opinion,98.0,57.99999999999999 |
|
2023-03-12T09:50:06.000Z,M_PaulMcNamara,RT @jrhopkin: Well at least they’ve got a sense of humour,Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-12T09:47:58.000Z,M_PaulMcNamara,RT @Standplaats_KRK: ,Neutral,Stock Commentary,99.0,53.0 |
|
2023-03-12T09:45:59.000Z,ftfinancenews,Silicon Valley Bank’s China venture in doubt as start-ups struggle to access US funds ,Bearish,Company | Product News,93.0,55.00000000000001 |
|
2023-03-12T09:45:00.000Z,WSJCentralBanks,Economy Week Ahead: New figures on consumer prices are expected to show the latest trend for inflation ,Neutral,Macro,77.0,99.0 |
|
2023-03-12T09:41:06.000Z,economics,Havering — home to three new Elizabeth Line stations — is one of only two London boroughs where house prices have risen by double digits in the past year ,Neutral,Company | Product News,90.0,73.0 |
|
2023-03-12T09:38:09.000Z,WSJmarkets,Traders wonder if other fast-growing banks might follow SVB’s failure ,Neutral,General News | Opinion,83.0,90.0 |
|
2023-03-12T09:32:13.000Z,economics,The only two new top bureaucrats China introduced over the weekend were the defense minister and the head of the economic planning agency ,Neutral,Politics,100.0,93.0 |
|
2023-03-12T09:31:10.000Z,jeuasommenulle,"And yeah, please have banks do proper IRRBB analysis. |
|
|
|
(Also, please dont ""remindmeintwoweeks"" this thread please 😂)",Neutral,General News | Opinion,100.0,96.0 |
|
2023-03-12T09:30:38.000Z,jeuasommenulle,"Longer term, I think we’re heading towards a European approach: US will think hard about resolution & |
|
2023-03-12T09:30:20.000Z,jeuasommenulle,"That should be enough to stop the complaints about “paying payrolls” & |
|
2023-03-12T09:30:00.000Z,jeuasommenulle,"If they were able to pay 50% on IndyMac they should be able to do the same here too, and very quickly. Maybe even more, like 60%-65%.",Neutral,Stock Commentary,94.0,52.0 |
|
2023-03-12T09:29:44.000Z,jeuasommenulle,"FDIC will need some time to recover assets, make a proper due diligence or find a suitable price to sell the whole thing to a larger bank but they also should be comfortable with an interim payment on uninsured deposits.",Neutral,General News | Opinion,97.0,67.0 |
|
2023-03-12T09:29:09.000Z,jeuasommenulle,"So what’s the bottom line? |
|
|
|
Of course, when a bank fails, skeletons come out of the closet and the reality is worse than what investor slides tell you. |
|
|
|
But still, I believe this should be a rather high-recovery failure.",Neutral,General News | Opinion,90.0,99.0 |
|
2023-03-12T09:28:52.000Z,jeuasommenulle,Credit losses below: ,Neutral,Treasuries | Corporate Debt,88.0,32.0 |
|
2023-03-12T09:28:17.000Z,jeuasommenulle,"Early stages have been growing, but nothing dramatic. And as far as credit losses are concerned, believe me I’ve seen much worse. Also worth noting that the securities business is doing OK and is an attractive franchise to buy. ",Bullish,General News | Opinion,93.0,80.0 |
|
2023-03-12T09:28:02.000Z,jeuasommenulle,"What does the loan book looks like? |
|
It’s not horrible. The yield is ok, Fund banking should be more or less ok as usually matched by LP commitments (unless of course we see LP backing out and litigate…), private bank is low LTV mortgages. ",Neutral,Treasuries | Corporate Debt,52.0,46.0 |
|
2023-03-12T09:27:39.000Z,jeuasommenulle,What matters is the rest: loan book vs. term structure liabilities. I don’t know how well this is matched (unlikely to be good considering their expertise 😊) but on loans you will have i) credit risk and ii) interest rate risk but ii) will be partially matched by liabilities.,Neutral,General News | Opinion,98.0,40.0 |
|
2023-03-12T09:26:47.000Z,jeuasommenulle,"But that’s also the easy part to fix: the bond book is liquid & |
|
2023-03-12T09:26:42.000Z,elerianm,"One of the clips from Friday's 20-minute conversation with @FerroTV and @RickRieder on @BloombergTV. |
|
|
|
Thank you Jonathan for having us on your show. |
|
|
|
|
|
|
|
#economy #markets #EconTwitter @markets @economics",Neutral,General News | Opinion,99.0,98.0 |
|
2023-03-12T09:26:23.000Z,jeuasommenulle,"So, is there a solution combining both? |
|
Oddly, no one is discussing what should be the main discussion point: what are the assets worth? Here’s snapshot of the balance sheet: the problems are coming from the non-interest bearing deposits on liability side vs HTM on asset side. ",Neutral,General News | Opinion,99.0,96.0 |
|
2023-03-12T09:25:56.000Z,jeuasommenulle,"Moreover, systemic risk is exagerated, but some banks with big HTM unrealised losses will face scruitiny (we know who you are), and no one wants this to spiral out of control because investors don't understand shit about IRRBB.",Neutral,General News | Opinion,68.0,95.0 |
|
2023-03-12T09:24:46.000Z,jeuasommenulle,"However, I know it’s fun to dunk on the tech bros & |
|
|
|
Authorities will be happy to have a solution that don’t leave all depositors naked.",Neutral,General News | Opinion,98.0,99.0 |
|
2023-03-12T09:24:26.000Z,jeuasommenulle,"1st, I truly think SVB had a horrible business model. |
|
|
|
Volatile & |
|
|
|
Fed & |
|
2023-03-12T09:23:44.000Z,jeuasommenulle,"Probably foolish of me to make forecasts about the future, but what do I think will happen with SVB next week? $SVIB #SVB |
|
|
|
(I know this will horribly backfire but never mind)",Neutral,Stock Commentary,98.0,99.0 |
|
2023-03-12T09:19:08.000Z,economics,RT @BBGaufDeutsch: Vor einem Jahr blickte Deutschland in den wirtschaftlichen Abgrund. Jetzt sprießen wieder optimistische Frühlingsgefühle…,Neutral,General News | Opinion,99.0,93.0 |
|
2023-03-12T09:17:40.000Z,AvidCommentator,Not wrong 👇 ,Neutral,General News | Opinion,94.0,97.0 |
|
2023-03-12T09:16:06.000Z,economics,Here's the latest news on Russia's invasion of Ukraine ,Neutral,General News | Opinion,98.0,97.0 |
|
2023-03-12T09:14:01.000Z,FT,Saudi Aramco posts record $161bn profit on back of strong crude prices ,Bullish,Financials,96.0,98.0 |
|
2023-03-12T09:13:42.000Z,elerianm,"A great initiative from @TheEconomist: |
|
|
|
""The A to Z of economics: |
|
|
|
Economic terms, from “absolute advantage” to “zero-sum game”, explained to you in plain English."" |
|
|
|
|
|
|
|
#economics #economy #econtwitter",Neutral,General News | Opinion,99.0,94.0 |
|
2023-03-12T09:08:04.000Z,economics,"New York, London and Hong Kong top the list of cities where the ultra-rich own the most homes ",Neutral,General News | Opinion,99.0,95.0 |
|
2023-03-12T09:07:43.000Z,FTMarkets,Saudi Aramco posts record $161bn profit on back of strong crude prices ,Bullish,Financials,96.0,98.0 |
|
2023-03-12T09:00:20.000Z,TheStreet,Pretty wild ,Neutral,General News | Opinion,97.0,91.0 |
|
2023-03-12T08:55:57.000Z,FT,Jeremy Hunt to lay out Budget plans to get sick and disabled back to work ,Neutral,Politics,100.0,51.0 |
|
2023-03-12T08:43:06.000Z,economics,"The UK has almost £100 billion for giveaways in this week’s budget, a top economic forecaster says ",Neutral,Macro,98.0,97.0 |
|
2023-03-12T08:42:37.000Z,elerianm,"... (too-large-to-fail, too-large-to-manage, and oligopolistic anti-competition) |
|
Co-option of monetary policy. |
|
There is a way through this even though it's far from perfect. |
|
That's the good news. Less good is the broader trilemma challenge highlighted by this case. |
|
#SVBCollapse",Neutral,General News | Opinion,92.0,92.0 |
|
2023-03-12T08:40:45.000Z,elerianm,"As detailed in a column that will be posted soon, the immediate challenge facing policymakers is to balance risks in the #SVB’s resolution process, including: |
|
The moral hazard of going beyond deposit insurance |
|
Concentration as more business flows to the largest banks... |
|
1/2",Neutral,General News | Opinion,89.0,53.0 |
|
2023-03-12T08:38:01.000Z,FT,UK prepares cash lifeline for tech companies hit by Silicon Valley Bank collapse ,Bearish,General News | Opinion,78.0,53.0 |
|
2023-03-12T08:37:28.000Z,economics,RT @ZSchneeweiss: What to watch in the world economy this week via @CraigStirling ,Neutral,General News | Opinion,88.0,99.0 |
|
2023-03-12T08:31:05.000Z,AvidCommentator,"Me, I'm waiting for the attempts to rehabilitate the image of Charles Ponzi.... ",Neutral,General News | Opinion,99.0,69.0 |
|
2023-03-12T08:08:02.000Z,economics,One of the EU’s strongest critics of a massive US climate law is warning that Washington’s subsidies and China’s policies are drawing billions of dollars of clean-tech investments away from the bloc ,Neutral,General News | Opinion,82.0,49.0 |
|
2023-03-12T08:07:02.000Z,TheTranscript_,So many experts with threads and spaces on $SIVB 😅 ,Neutral,Stock Commentary,100.0,99.0 |
|
2023-03-12T08:00:14.000Z,TheStreet,This could change The Strip immensely ,Neutral,General News | Opinion,82.0,72.0 |
|
2023-03-12T07:48:47.000Z,economics,"China’s economic data for January and February, including industrial output and retail sales, have shown notable improvement, says Kang Yi, head of National Statistics Bureau ",Bullish,Macro,82.0,100.0 |
|
2023-03-12T07:38:54.000Z,FT,Water: pricing is the key to equitable access | opinion,Neutral,Macro,99.0,65.0 |
|
2023-03-12T07:36:03.000Z,economics,"UK homes will face higher energy bills next year even if the government extends support for consumers, according to an energy think tank ",Neutral,Macro,79.0,99.0 |
|
2023-03-12T07:22:09.000Z,elerianm,Best way to work on an early Sunday morning! ,Neutral,General News | Opinion,100.0,97.0 |
|
2023-03-12T07:15:01.000Z,economics,China's move to keep central bank Governor Yi Gang and the finance team in place may boost investor confidence at a time of uncertainty ,Neutral,Fed | Central Banks,56.99999999999999,99.0 |
|
2023-03-12T07:08:05.000Z,economics,"Andy Haldane, who was once the most hawkish member of the BOE’s rate-setting committee, says officials should move more carefully in raising rates again and think about taking much longer to reach its inflation target (via @tomelleryrees) ",Neutral,Fed | Central Banks,97.0,99.0 |
|
2023-03-12T07:00:18.000Z,TheStreet,Cathie Wood is replicating trades of recent weeks ,Neutral,Stock Commentary,78.0,88.0 |
|
2023-03-12T07:00:18.000Z,TheStreet,Target has invested heavily in solving this consumer pain point ,Neutral,Company | Product News,52.0,98.0 |
|
2023-03-12T06:47:25.000Z,Fxhedgers,"GOLDMAN: 'IF THE FED PIVOTS UNEXPECTEDLY, MARKETS CAN REACT VIOLENTLY'",Bearish,Fed | Central Banks,86.0,72.0 |
|
2023-03-12T06:44:30.000Z,economics,"US Treasury will brief California lawmakers on SVB's collapse at 1:00pm on Sunday, amid discussions about what government response is needed ",Neutral,Macro,98.0,52.0 |
|
2023-03-12T06:42:09.000Z,economics,Cars seized by Latvian authorities as part of drunk-driving violations are being shipped to Ukraine in an act of solidarity with the war-battered country ,Neutral,General News | Opinion,90.0,98.0 |
|
2023-03-12T06:34:50.000Z,jeuasommenulle,"I can hear @gianlucac1 laughing. |
|
|
|
Atlante is back😅 ",Neutral,General News | Opinion,100.0,96.0 |
|
2023-03-12T06:31:29.000Z,bauhiniacapital,These guys should make a new newsletter platform for finance. ,Neutral,General News | Opinion,100.0,95.0 |
|
2023-03-12T06:14:00.000Z,economics,"SVB's regulators are racing to sell assets, Xi sets out plans for his third term: Sunday Asia Briefing ",Neutral,Legal | Regulation,98.0,55.00000000000001 |
|
2023-03-12T06:08:04.000Z,economics,"Women are changing Iran, as well as their own lives ",Neutral,General News | Opinion,94.0,99.0 |
|
2023-03-12T06:00:11.000Z,TheStreet,GameStop had a rip-roaring start to 2023 ,Neutral,Company | Product News,64.0,100.0 |
|
2023-03-12T05:41:03.000Z,economics,An increase in tourism revenue is helping Gambia boost foreign-exchange reserves and pay for a surge in imports of fuel and rice ,Bullish,Macro,81.0,88.0 |
|
2023-03-12T05:35:33.000Z,AvidCommentator,RT @Nouriel: All those reckless VCs & |
|
2023-03-12T05:30:21.000Z,ftfinancenews,"Insurers need to ‘step up’ on catastrophe coverage, says risk modelling chief ",Neutral,Macro,98.0,56.00000000000001 |
|
2023-03-12T05:24:12.000Z,cjoye,"RT @scottynissen7: @cjoye By the sounds, whichever of the big 8 banks ends up with the remains of SVB is going to make a lot of money",Neutral,General News | Opinion,97.0,99.0 |
|
2023-03-12T05:22:32.000Z,FT,"Morocco must adapt to growing climate threat, warns finance minister ",Neutral,Politics,99.0,50.0 |
|
2023-03-12T05:20:19.000Z,FT,Cook bets on Apple’s mixed reality headset to secure his legacy ,Neutral,Company | Product News,97.0,97.0 |
|
2023-03-12T05:18:01.000Z,FT,China’s BYD blames Brexit as it rules out UK for Europe car plant ,Bearish,Macro,74.0,69.0 |
|
2023-03-12T05:13:34.000Z,FT,Silicon Valley Bank: the spectacular unravelling of the tech industry’s banker ,Neutral,Company | Product News,96.0,63.0 |
|
2023-03-12T05:10:48.000Z,AvidCommentator,"Because if they get into trouble again, we'll throw hundreds of billions at them. |
|
|
|
Even after the immediate threat is long gone, bank funding costs have collapsed and its arguably all about $188 billion free kick. ",Neutral,General News | Opinion,62.0,98.0 |
|
2023-03-12T05:10:02.000Z,economics,Egypt will offer several new ways to buy citizenship — including paying in installments — to address a dollar crunch that's contributing to an economic crisis ,Neutral,Macro,97.0,97.0 |
|
2023-03-12T05:09:44.000Z,bauhiniacapital,"I've got tickers and names here which changed nearly a half year ago... (the tickers/names they report don't exist any more, replaced by new ones).",Neutral,Stock Commentary,98.0,99.0 |
|
2023-03-12T05:03:38.000Z,bauhiniacapital,"mucking around on a sunday afternoon, as one does, with international ETFs (major ones) and realise some very big shops have lousy security masters and processes... 👀",Neutral,General News | Opinion,99.0,95.0 |
|
2023-03-12T05:00:23.000Z,ftfinancenews,Uninsured Silicon Valley Bank depositors seek fire sale of assets ,Neutral,General News | Opinion,75.0,51.0 |
|
2023-03-12T05:00:22.000Z,ftfinancenews,JPMorgan faces tough battle to make Jes Staley pay for Epstein ties ,Neutral,Legal | Regulation,70.0,75.0 |
|
2023-03-12T05:00:22.000Z,ftfinancenews,Silicon Valley Bank: the spectacular unravelling of the tech industry’s banker ,Neutral,Company | Product News,96.0,63.0 |
|
2023-03-12T05:00:22.000Z,FTMarkets,UK pension funds threaten to vote against BP and Shell directors over climate targets ,Neutral,Legal | Regulation,77.0,53.0 |
|
2023-03-12T05:00:15.000Z,TheStreet,Jamie Dimon has some major concerns ,Bearish,Company | Product News,86.0,52.0 |
|
2023-03-12T04:55:31.000Z,FT,Xi Jinping retains China’s central bank head in boost to markets ,Neutral,Fed | Central Banks,99.0,99.0 |
|
2023-03-12T04:45:23.000Z,TheTranscript_,"$JPM CEO in the 2021 annual report: ""Our fortress balance sheet is accompanied by a fortress income statement. Even under extreme stress, our company could make a profit. For example, if credit losses were $10 billion higher or more, if we had a $10B operational error or if… ",Neutral,Company | Product News,75.0,55.00000000000001 |
|
2023-03-12T04:42:31.000Z,economics,Here are the latest developments from the National People’s Congress ,Neutral,Politics,100.0,95.0 |
|
2023-03-12T04:39:44.000Z,FT,China elevates general under US sanctions to defence minister ,Neutral,Macro,95.0,96.0 |
|
2023-03-12T04:38:02.000Z,economics,"For anyone hoping that Dubai’s red hot property market would start to cool this year, there’s bad news — it’s getting worse ",Bearish,General News | Opinion,80.0,97.0 |
|
2023-03-12T04:37:37.000Z,cjoye,"Why Silicon Valley Bank Died (UPDATED)... I have added a little extra detail citing LCRs, NSFRs etc for banking wonks. But I have not mentioned Level 2 HQLA allowed in the US, which is probably a bit much for this article ",Neutral,General News | Opinion,88.0,41.0 |
|
2023-03-12T04:35:21.000Z,michaelxpettis,"The return of export bounties: ""The latest currency scheme follows at least 10 different preferential exchange rates applied to various sectors. Critics say these are a means of avoiding devaluing the currency."" |
|
|
|
",Neutral,Macro,95.0,39.0 |
|
2023-03-12T04:30:09.000Z,zerohedge,The 10 Rules Of Propaganda ,Neutral,General News | Opinion,100.0,91.0 |
|
2023-03-12T04:27:21.000Z,economics,Here’s what you need to know for the week ahead ,Neutral,General News | Opinion,100.0,99.0 |
|
2023-03-12T04:27:19.000Z,economics,"China retained several of its top economic officials, including central bank Governor Yi Gang, in a surprise move as it looks to navigate the post-Covid recovery ",Neutral,Fed | Central Banks,88.0,78.0 |
|
2023-03-12T04:25:24.000Z,michaelxpettis,"""Circle’s chief strategy officer warned on Saturday that the company was protecting its stablecoin from a “black swan failure in the US banking system”."" |
|
|
|
I don't think bank failures can even remotely be considered ""black swans"". |
|
|
|
",Neutral,Company | Product News,56.99999999999999,68.0 |
|
2023-03-12T04:22:28.000Z,TheTranscript_,"$SIVB |
|
@RagingVentures ",Neutral,Stock Commentary,95.0,99.0 |
|
2023-03-12T04:09:04.000Z,economics,India’s major power users will soon be able to access higher-priced electricity rather than being forced to scale down ,Neutral,Macro,76.0,98.0 |
|
2023-03-12T04:04:13.000Z,ianbremmer,"“history will hold donald trump accountable.” |
|
|
|
- mike pence, better late than never",Neutral,Politics,98.0,98.0 |
|
2023-03-12T04:00:23.000Z,stlouisfed,"In February, the nation’s unemployment rate rose to 3.6% from January’s 3.4%. The underemployment rate, which tracks those marginally attached to the labor force and people working part time for economic reasons, edged up to 6.8% from 6.6% ",Bullish,Macro,90.0,99.0 |
|
2023-03-12T04:00:09.000Z,TheStreet,You're about to be charged more for this service ,Neutral,General News | Opinion,98.0,91.0 |
|
2023-03-12T04:00:09.000Z,zerohedge,Global Air Pollution Ranked By Country ,Neutral,Macro,92.0,98.0 |
|
2023-03-12T03:56:23.000Z,TheTranscript_,"""We will introduce GPT-4 next week … we will have multimodal models that will offer completely different possibilities — for example, videos."" - Microsoft Germany CTO Andreas Braun |
|
|
|
$MSFT",Neutral,Company | Product News,97.0,100.0 |
|
2023-03-12T03:50:09.000Z,AvidCommentator,"The next Fed rate meeting in 9 days time has become all the more important. |
|
|
|
If the SVB issue can be contained and on the path to a reasonable resolution, the Fed continuing to raise rates aggressively would be a strong signal to the market that things have changed.",Neutral,Fed | Central Banks,78.0,99.0 |
|
2023-03-12T03:43:16.000Z,LynAldenContact,History of FDIC deposit limits. ,Neutral,Fed | Central Banks,98.0,49.0 |
|
2023-03-12T03:33:22.000Z,Fxhedgers,FED RATE CUTS IN 2023 PRICED BACK IN AS BANK WORRIES ESCALATE |
|
2023-03-12T03:30:09.000Z,zerohedge,Code Red: Downplaying Academic Excellence In Med School Admissions ,Neutral,General News | Opinion,56.99999999999999,93.0 |
|
2023-03-12T03:27:47.000Z,economics,The FDIC and the Federal Reserve are weighing creating a fund that would allow the regulators to backstop more deposits at banks that run into trouble following Silicon Valley Bank’s collapse. ,Neutral,Fed | Central Banks,98.0,93.0 |
|
2023-03-12T03:07:21.000Z,bauhiniacapital,RT @MarieAnnUK: Twitter doesn't get any better than this... 😂🤣🤣 ,Neutral,Stock Commentary,60.0,44.0 |
|
2023-03-12T03:07:02.000Z,economics,"China is cracking down on costly ""bride prices"" in an attempt to boost its low birth rate ",Bearish,Macro,77.0,99.0 |
|
2023-03-12T03:00:11.000Z,TheStreet,Sneaky ,Neutral,General News | Opinion,99.0,89.0 |
|
2023-03-12T03:00:08.000Z,zerohedge,How Should Pro-Abortion Activists Respond To State Restrictions? Jane Fonda Says 'Murder' ,Neutral,Politics,99.0,87.0 |
|
2023-03-12T02:48:56.000Z,Fxhedgers,"FEDERAL RESERVE TO HOLD EXPEDITED CLOSED BOARD MEETING ON MARCH 13, 2023 AT 11:30 AM EST surprise",Neutral,Fed | Central Banks,100.0,99.0 |
|
2023-03-12T02:45:05.000Z,economics,"Battery-boosted three-wheelers are increasingly popular with older riders. |
|
|
|
Now all they need is a safe place to ride ",Neutral,General News | Opinion,98.0,63.0 |
|
2023-03-12T02:44:17.000Z,BullTradeFinder,"RT @AcetheKidKT: Join us Monday for Live Trading! 🚨 |
|
|
|
@BullTradeFinder |
|
@edgaralandough |
|
@KeanuTrades |
|
@KT_Dodge |
|
@TheRealDrip2Rip |
|
@tradeyou…",Neutral,Stock Commentary,94.0,53.0 |
|
2023-03-12T02:38:02.000Z,economics,"The US government will be watchful of China getting access to critical technology used for military purposes, Commerce Secretary Gina Raimondo says ",Neutral,Macro,99.0,64.0 |
|
2023-03-12T02:30:29.000Z,cjoye,RT @symon_vegter: Great analysis by @cjoye,Neutral,General News | Opinion,100.0,86.0 |
|
2023-03-12T02:30:08.000Z,zerohedge,LA Times Blames White Drivers For Polluting The Air Breathed By 'People Of Color' ,Neutral,General News | Opinion,90.0,99.0 |
|
2023-03-12T02:25:10.000Z,stlouisfed,"In January, U.S. job separations declined 4,000 to 5.902 million. Within separations, quits declined by 207,000 to 3.884 million, and layoffs increased by 241,000 to 1.716 million ",Bullish,Macro,45.0,99.0 |
|
2023-03-12T02:06:03.000Z,economics,"Malaysia is counting on its well-established ecosystem and talent pool in the electrical and electronics space to win investments amid competition from peers in Southeast Asia, according to Trade Minister Zafrul Aziz ",Neutral,Macro,53.0,40.0 |
|
2023-03-12T02:05:15.000Z,zerohedge,"So, uh, is the Fed going to keep hiking as the government backstops banks on the verge of failure due to high rates? ",Neutral,Fed | Central Banks,100.0,97.0 |
|
2023-03-12T02:01:41.000Z,zerohedge,"RT @BillAckman: No, I don’t have any direct exposure to @SVB_Financial nor does Pershing Square. I am personally an investor in some of the…",Neutral,General News | Opinion,99.0,94.0 |
|
2023-03-12T02:00:15.000Z,TheStreet,"Thi is good for gamblers and casinos |
|
",Neutral,General News | Opinion,87.0,93.0 |
|
2023-03-12T02:00:08.000Z,zerohedge,Democrats Refuse To Address The Contents Of The Twitter Files – Attack The Messengers Instead ,Neutral,Politics,98.0,77.0 |
|
2023-03-12T01:59:17.000Z,zerohedge,"RT @michaelbkrause: Would VC depositors stay if @elonmusk assumed SVB assets and deposits thru $tsla, issued $25b equity raise to fill the…",Neutral,Company | Product News,98.0,83.0 |
|
2023-03-12T01:54:43.000Z,economics,Chancellor of the Exchequer Jeremy Hunt plans to outline a framework in his upcoming budget to get more people back to work ,Neutral,Politics,100.0,91.0 |
|
2023-03-12T01:49:07.000Z,economics,"These four unique houses are designed to withstand hurricanes, wildfires and flooding ",Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-12T01:45:06.000Z,economics,"Exposing crop seeds to radiation, Black Sea grain-deal talks and China's food security strategy are among recent key global food stories ",Neutral,General News | Opinion,89.0,97.0 |
|
2023-03-12T01:33:03.000Z,Brad_Setser,"RT @business: JUST IN: China retained several of its top economic officials, including central bank Governor Yi Gang, in a surprise move as…",Neutral,Fed | Central Banks,98.0,79.0 |
|
2023-03-12T01:30:08.000Z,zerohedge,US Winged Smart Bombs Are Now Operational In Ukraine ,Neutral,General News | Opinion,97.0,76.0 |
|
2023-03-12T01:30:08.000Z,WSJmarkets,Here is what Silicon Valley Bank’s meltdown looks like in graphics ,Neutral,General News | Opinion,93.0,82.0 |
|
2023-03-12T01:24:07.000Z,economics,Here's the latest news on Russia's invasion of Ukraine ,Neutral,General News | Opinion,98.0,97.0 |
|
2023-03-12T01:14:58.000Z,MarketCurrents,$KBE $SIVB $FRC - Bill Ackman predicts more bank runs from Monday ,Neutral,Stock Commentary,73.0,60.0 |
|
2023-03-12T01:13:06.000Z,TruthGundlach,"What a dilemma for the Fed: |
|
|
|
How to “get the job done “, i.e get Core PCE Less Shelter (whatever that really is) to 2% , while tamping down bank failure risk. A risk caused by arbitrary government regulation colliding with the consequences of past rate and policy excesses.",Neutral,Fed | Central Banks,91.0,98.0 |
|
2023-03-12T01:10:03.000Z,Brad_Setser,"I am not an investment banker. |
|
|
|
But I do know a bit about bank resolution. |
|
|
|
If a consortium of big firms wanted to put up the funds to buy up the senior bonds for a nominal sum and recapitalize the firm, I doubt anyone would object. |
|
|
|
See the LTCM recap for a model for self-help.",Neutral,General News | Opinion,99.0,72.0 |
|
2023-03-12T01:10:03.000Z,economics,"As Covid and its long-term health effects continue to pose challenges, the global landscape for memorials is sporadic at best. |
|
|
|
Here are some ways communities around the world are filling that void ",Bearish,General News | Opinion,56.99999999999999,99.0 |
|
2023-03-12T01:09:34.000Z,zerohedge,"RT @NickTimiraos: Where were the bank supervisors? |
|
|
|
Banks almost never get taken over during business hours. |
|
|
|
“A $200 billion bank should…",Neutral,General News | Opinion,99.0,96.0 |
|
2023-03-12T01:08:15.000Z,Brad_Setser,This struck me as a bit tone deaf ... ,Neutral,General News | Opinion,92.0,88.0 |
|
2023-03-12T01:07:57.000Z,zerohedge,RT @elonmusk: @KeithOlbermann I do hope to succeed in business 🤞,Neutral,General News | Opinion,97.0,67.0 |
|
2023-03-12T01:07:57.000Z,AvidCommentator,"- Its plausible that this move could trigger a broader based bank run & |
|
|
|
- For now though it's in the hands of the herd. If fear takes over and they listen to predictions of imminent bank runs, next week could get interesting. |
|
|
|
4/4",Neutral,General News | Opinion,75.0,96.0 |
|
2023-03-12T01:07:57.000Z,AvidCommentator,"- If it becomes a political football or drags out over a protracted period, then smaller banks could see outflows as depositors look to spread their funds across multiple insured accounts (under $250k) or move to bigger players. |
|
|
|
3/",Bearish,General News | Opinion,63.0,98.0 |
|
2023-03-12T01:07:56.000Z,AvidCommentator,"- Insured SVB depositors will be absolutely fine, those who aren't it's a lot more complex |
|
|
|
- The FDIC can attempt to use existing assets/tools to provide liquidity for depositors, but it may (I emphasize may) end up in the hands of Congress. Which could turn into a crap show |
|
|
|
2/",Neutral,Legal | Regulation,91.0,49.0 |
|
2023-03-12T01:07:55.000Z,AvidCommentator,"SVB and a potential bank run - A Thread |
|
|
|
- Prior to Ackman and others talking up the possibility of a bank run, the threat was minimal in the immediate term. Now who knows it's in the hands of the animal spirits come Monday. |
|
|
|
- Over a period of weeks/months, different story. |
|
|
|
1/",Neutral,General News | Opinion,89.0,99.0 |
|
2023-03-12T01:07:32.000Z,cjoye,"RT @OnSpeculator: Very good, right up there with Matt Levine's opinion piece in Bloomberg",Bullish,General News | Opinion,86.0,85.0 |
|
2023-03-12T01:07:03.000Z,economics,"Singapore should have closed its borders more aggressively once it appeared Covid-19 was spreading globally, a government report found, hinting that it will act faster in future pandemics ",Neutral,General News | Opinion,52.0,98.0 |
|
2023-03-12T01:06:27.000Z,Brad_Setser,"I think there is a saying ""talk is cheap"" -- |
|
|
|
My friend @scmallaby knows way more about the venture capital world than I do, but the firms mentioned here aren't poor. |
|
|
|
Perhaps they could do a bit more than put out a statement asking others to help ... |
|
|
|
",Neutral,General News | Opinion,90.0,99.0 |
|
2023-03-12T01:06:08.000Z,JosephPolitano,"Thanks for reading—if you enjoyed this thread, consider subscribing to my newsletter where I write all about econ data! I am sure there will be more developments in the Silicon Valley Bank story soon, and I will definitely be covering them. |
|
",Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-12T01:06:08.000Z,JosephPolitano,And that marks nearly 36 hours without sleep for me—the last time I woke up was just before the jobs data was released on Friday and I am relieved to finally be going back to bed. Nobody break the global financial system while I am gone.,Neutral,General News | Opinion,98.0,99.0 |
|
2023-03-12T01:06:07.000Z,JosephPolitano,"One lesson from SVB's failure—the Fed faces a tradeoff on the speed of rate hikes between financial stability and effective inflation fighting. So far, they've moved fast and broken things—tolerating faster rate hikes in exchange for more financial instability. ",Neutral,Fed | Central Banks,80.0,98.0 |
|
2023-03-12T01:06:07.000Z,JosephPolitano,"Silicon Valley Bank's failure is another blow to the embattled tech industry—for the first time in years, we're seeing employment slow or fall across tech sectors. |
|
|
|
Keep in mind that affects workers, adjacent businesses, and the broader CA economy—Contagion isn't just for banks. ",Bearish,General News | Opinion,79.0,90.0 |
|
2023-03-12T01:06:06.000Z,JosephPolitano,"Although few banks have as many held-to-maturity securities as Silicon Valley Bank or as flighty a deposit base, SVB is not the only one who was caught off guard by the movement in rates—held to maturity securities have been increasing across the US banking system. ",Neutral,Treasuries | Corporate Debt,92.0,81.0 |
|
2023-03-12T01:06:05.000Z,JosephPolitano,"What comes next for Silicon Valley Bank? |
|
|
|
We don't fully know—insured deposits will be made whole Monday, but we're waiting for the FDIC to see how much the initial payment to the large number of uninsured depositors will be and what the state of SVB's balance sheet is. ",Neutral,General News | Opinion,99.0,49.0 |
|
2023-03-12T01:06:05.000Z,JosephPolitano,"Is there a risk of contagion? It's always a possibility, and financial conditions have worsened across the board in the US over the last two years. But at the same time, default rates on bank's assets remain near secular lows—not much sign of credit risk yet, however... ",Bearish,General News | Opinion,50.0,86.0 |
|
2023-03-12T01:06:04.000Z,JosephPolitano,"Silicon Valley Bank experienced a classic bank run—higher interest rates had already squeezed the bank's financial health from both the assets and liabilities side. Once enough Venture Capitalists noticed and got worried, it became a run for the exits. ",Bearish,Fed | Central Banks,51.0,53.0 |
|
2023-03-12T01:06:03.000Z,JosephPolitano,"Just before going under, Silicon Valley Bank was also accessing expensive short-term funding—the bank had pledged more than 25% of its assets to borrow against and was taking advances from the Federal Home Loan Banks to improve its liquidity. ",Neutral,Treasuries | Corporate Debt,95.0,63.0 |
|
2023-03-12T01:06:02.000Z,JosephPolitano,"When the Federal Reserve raised interest rates, that became a big problem for Silicon Valley Bank. The value of its low-yield assets tumbled, leaving them sitting on billions in unrealized losses. |
|
|
|
They had essentially made the wrong directional bet on interest rate movements ",Bearish,Fed | Central Banks,75.0,96.0 |
|
2023-03-12T01:06:02.000Z,JosephPolitano,"Low-yield securities—Treasuries, Mortgage-backed securities, etc—made up most of Silicon Valley Bank's assets after the tech boom |
|
|
|
The majority of those were ""held to maturity"" securities that the bank would hold permanently and therefore didn't have to be priced at market value ",Neutral,Treasuries | Corporate Debt,95.0,88.0 |
|
2023-03-12T01:06:01.000Z,JosephPolitano,How did Silicon Valley Bank get into this mess? It started amidst the Venture Capital boom of the early pandemic. SVB saw a massive influx of money—deposits peaked at 4x early 2018 levels—and invested a ton into long-term assets at very low interest rates. ,Neutral,General News | Opinion,60.0,53.0 |
|
2023-03-12T01:06:00.000Z,JosephPolitano,"How many depositors withdrew from Silicon Valley Bank?—a lot. The California regulator says depositors tried to move $42B, 1/4 of the bank's deposits, on Thursday. But even being generous and assuming all withdrawals were processed, a large amount of uninsured deposits remain. ",Neutral,General News | Opinion,93.0,71.0 |
|
2023-03-12T01:05:59.000Z,JosephPolitano,"3 months ago, Silicon Valley Bank was the 16th largest bank in the US |
|
|
|
Today it no longer exists |
|
|
|
Here's what we know about the bank's failure—what caused it, if depositors will get their money back, the risks to the broader financial system, and more 🧵 |
|
",Neutral,Company | Product News,93.0,88.0 |
|
2023-03-12T01:05:59.000Z,JosephPolitano,"What made Silicon Valley Bank unique is also what made it so vulnerable to a run—the vast, vast majority of its customer's deposits were uninsured because they exceeded the FDIC's $250k limit. |
|
|
|
Amidst worries about the bank, the most depositors were at risk and fled ",Bearish,General News | Opinion,77.0,90.0 |
|
2023-03-12T01:05:09.000Z,stlouisfed,"Total nonfarm job openings declined by 410,000 in January to 10.8 million. Hires increased, by 121,000 to 6.4 million #JOLTS ",Bullish,Macro,55.00000000000001,99.0 |
|
2023-03-12T01:00:16.000Z,TheStreet,This is very unlike him ,Neutral,General News | Opinion,99.0,94.0 |
|
2023-03-12T00:55:19.000Z,AvidCommentator,Meanwhile the state of the current political progress on preventing money laundering through real estate purchases.... ,Neutral,Macro,96.0,85.0 |
|
2023-03-12T00:50:27.000Z,zerohedge,"We were joking about Hunter Biden running US bank bailout policy but it's no longer a joke. This has to be by far the dumbest thing ever proposed: |
|
|
|
let's tell people we will wait for the crisis to get worse and the bank run to spread before we get involved. |
|
|
|
Brilliant ",Neutral,Politics,91.0,69.0 |
|
2023-03-12T00:45:07.000Z,economics,There may be a simple enough reason why economies are proving resilient to higher central-bank interest rates: plenty of catch-up room left from the hole created by the pandemic ,Neutral,Fed | Central Banks,61.0,97.0 |
|
2023-03-12T00:41:49.000Z,zerohedge,"Wall Street big banks: |
|
|
|
""So to get Fed bailouts and more QE, we need to kill some more small banks? That's terrible, we'll never agree to that."" ",Neutral,General News | Opinion,92.0,94.0 |
|
2023-03-12T00:39:08.000Z,zerohedge,Here Are The Banks Facing The Highest Bank Run Risk ,Neutral,General News | Opinion,94.0,96.0 |
|
2023-03-12T00:37:07.000Z,zerohedge,RT @DanielSLoeb1: there probably does need to be some action taken by the government to protect assets via increased deposit insurance or o…,Neutral,Fed | Central Banks,99.0,71.0 |
|
2023-03-12T00:33:03.000Z,IMFNews,How can countries defend a sliding currency? Bank Negara Malaysia’s former deputy governor Sukudhew Singh sets out six factors that determine success. ,Neutral,Fed | Central Banks,100.0,38.0 |
|
2023-03-12T00:31:30.000Z,zerohedge,RT @DavidSacks: Thank you @CommunityNotes! These corporate journalists can’t stop spreading disinformation. ,Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-12T00:31:00.000Z,zerohedge,*US DISCUSSES FUND TO BACKSTOP DEPOSITS IF MORE BANKS FAIL,Neutral,Fed | Central Banks,98.0,76.0 |
|
2023-03-12T00:30:08.000Z,zerohedge,The Censored Generation ,Neutral,General News | Opinion,97.0,87.0 |
|
2023-03-12T00:29:11.000Z,cjoye,RT @JamesBelding: The most comprehensive analysis I've seen on SVB thus far,Neutral,General News | Opinion,100.0,96.0 |
|
2023-03-12T00:23:12.000Z,economics,Here's our take on upcoming events in the world economy and their fallout ,Neutral,General News | Opinion,96.0,99.0 |
|
2023-03-12T00:23:08.000Z,economics,"Jeremy Grantham, the co-founder of investment firm GMO, says the stock market is now in a “meat-grinder” phase ",Bullish,General News | Opinion,44.0,31.0 |
|
2023-03-12T00:21:55.000Z,cjoye,"RT @LivewireMarkets: Why #SiliconValleyBank (SVB) died |
|
|
|
Higher interest rates are precipitating a default cycle, claiming the tech/crypto-c…",Neutral,General News | Opinion,65.0,95.0 |
|
2023-03-12T00:18:09.000Z,markets,Chancellor of the Exchequer Jeremy Hunt plans to outline a framework in his upcoming budget to get more people back to work ,Neutral,Politics,100.0,91.0 |
|
2023-03-12T00:16:54.000Z,cjoye,RT @vonwolfenstein1: $SIVB Probably the best explanation on the internet right now.,Neutral,Stock Commentary,91.0,99.0 |
|
2023-03-12T00:15:12.000Z,markets,"Hedge funds and banks are swooping in to try and pick up deposits held by startups at failed Silicon Valley Bank at steep discounts, according to reports ",Neutral,General News | Opinion,83.0,86.0 |
|
2023-03-12T00:12:16.000Z,markets,"Why was decentralized finance, a corner of crypto that is both a practical and philosophical rejection of traditional banking, tripped up by the collapse of a brick-and-mortar bank? ",Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-12T00:06:25.000Z,markets,The California National Guard and first responders rescue more than 50 people overnight near the Pajaro River ,Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-12T00:05:36.000Z,cjoye,RT @Donazzan: This is the best summary of the #SiliconValleyBank situation I've seen so far.,Neutral,General News | Opinion,100.0,97.0 |
|
2023-03-12T00:04:04.000Z,economics,Japan egg shortage is hitting firms from McDonald’s to 7-Eleven ,Bearish,Macro,93.0,95.0 |
|
2023-03-12T00:03:25.000Z,markets,"Antiques show replaces BBC's ""Football Focus"" after presenters stay home ",Neutral,Company | Product News,99.0,97.0 |
|
2023-03-12T00:00:43.000Z,stlouisfed,See FRED for the latest @BLS_gov data on job openings by sector and census region #JOLTS ,Neutral,Macro,95.0,98.0 |
|
2023-03-12T00:00:18.000Z,TheStreet,What happened here is awful ,Neutral,General News | Opinion,65.0,99.0 |
|
2023-03-12T00:00:08.000Z,zerohedge,City Of Newark Humiliated In 'Sister City' Scam ,Neutral,General News | Opinion,99.0,98.0 |
|
2023-03-11T23:58:21.000Z,AvidCommentator,Ironic... ,Neutral,Stock Commentary,79.0,95.0 |
|
2023-03-11T23:51:24.000Z,markets,"The planned industrial action comes less than a month after Lufthansa scrapped at least 1,200 flights due to strikes ",Neutral,Macro,76.0,95.0 |
|
2023-03-11T23:50:16.000Z,BullTradeFinder,Hope everyone who was affected by $SIVB makes it out okay ❤️,Neutral,Stock Commentary,98.0,57.99999999999999 |
|
2023-03-11T23:42:36.000Z,markets,Here's the latest news on Russia's invasion of Ukraine ,Neutral,General News | Opinion,98.0,97.0 |
|
2023-03-11T23:42:15.000Z,cjoye,Why Silicon Valley Bank (SIVB) died and what it means - my analysis ,Neutral,General News | Opinion,85.0,56.00000000000001 |
|
2023-03-11T23:40:00.000Z,TheTranscript_,"$PTON CFO: ""So, our long-term target, as we've said before, is for our LTV to CAC to be 2x to 3x range. And you're right. We're not there today. We're hovering in the 1.4x range"" ",Neutral,Stock Commentary,90.0,93.0 |
|
2023-03-11T23:39:03.000Z,economics,US apparel companies can’t see a future without China ,Neutral,Macro,68.0,80.0 |
|
2023-03-11T23:34:24.000Z,AvidCommentator,"This chart from the Sydney Morning Herald is of how much a household needs to earn to avoid rental stress by demographic. |
|
|
|
Median household income in Sydney is ~$111k. |
|
|
|
h/t @solo_dio_ ",Neutral,General News | Opinion,97.0,88.0 |
|
2023-03-11T23:32:47.000Z,markets,NEW: US regulators are seeking to return some portion of SVB's uninsured deposits as early as Monday ,Neutral,Legal | Regulation,93.0,97.0 |
|
2023-03-11T23:30:08.000Z,zerohedge,Russia Uses Ship-To-Ship Transfers To Boost Diesel Exports To Saudi Arabia ,Neutral,Macro,97.0,85.0 |
|
2023-03-11T23:24:10.000Z,AvidCommentator,"Folks really need to chill and cut out all this talk of bank runs and the like. |
|
|
|
So far I'm seeing minimal evidence of risk of direct contagion and the FDIC are hard at work attempting to prevent that from becoming an issue. |
|
|
|
But whether folks listen to the bank run rhetoric..?🤷♂️ ",Neutral,General News | Opinion,99.0,98.0 |
|
2023-03-11T23:20:27.000Z,zerohedge,*FDIC AIMS TO RETURN SOME UNINSURED SVB DEPOSITS POSSIBLY MONDAY,Neutral,Fed | Central Banks,91.0,46.0 |
|
2023-03-11T23:18:21.000Z,markets,"While only time will tell if the failure of SVB Financial Group foretells pervasive risk to the financial system, investors aren't waiting around for clarity ",Bearish,General News | Opinion,54.0,92.0 |
|
2023-03-11T23:09:06.000Z,economics,"The world’s second-largest wheat exporting country, Australia, is likely to see shipments decline from record levels as production drops with drier condition ",Bearish,Macro,96.0,99.0 |
|
2023-03-11T23:01:53.000Z,zerohedge,RT @davidmarcus: Hearing rumors that the FDIC is blocking GSIBs from buying SVB on the grounds that it would create too much concentration…,Neutral,Legal | Regulation,93.0,98.0 |
|
2023-03-11T23:00:27.000Z,AvidCommentator,"Every dollar spent on corporate bailouts is a dollar not spent on fixing crumbling infrastructure, ensuring veterans have the support they need and fixing other crisis' faced by Middle America.",Neutral,Currencies,97.0,73.0 |
|
2023-03-11T23:00:23.000Z,markets,"Jeremy Grantham, the co-founder of investment firm GMO, says the stock market is now in a “meat-grinder” phase ",Bullish,General News | Opinion,44.0,31.0 |
|
2023-03-11T23:00:10.000Z,TheStreet,And it's not going to stop any time soon ,Neutral,General News | Opinion,97.0,98.0 |
|
2023-03-11T23:00:08.000Z,zerohedge,'Big Booty Latina' AOC Sued By Comedian She Blocked Over Catcall ,Bearish,Legal | Regulation,51.0,99.0 |
|
2023-03-11T22:56:06.000Z,chigrl,Get off twitter already ...I need attention ,Neutral,Stock Commentary,100.0,96.0 |
|
2023-03-11T22:50:06.000Z,markets,Founders are starting to worry about whether startups will be able to keep paying employees following the failure of Silicon Valley Bank ,Bearish,General News | Opinion,79.0,57.99999999999999 |
|
2023-03-11T22:49:30.000Z,economics,"Who should head up a climate tech company, an established entrepreneur or a scientist? |
|
|
|
@akshatrathi put the question to venture capitalist Katie Rae, who leads @enginexyz. |
|
|
|
Listen to her answer on Zero. |
|
|
|
Apple: |
|
Spotify: ",Neutral,General News | Opinion,99.0,83.0 |
|
2023-03-11T22:40:05.000Z,economics,About half of companies are planning to cut employee benefits this year ,Bearish,Company | Product News,61.0,62.0 |
|
2023-03-11T22:30:08.000Z,zerohedge,"Proud Boys J6 Sedition Trial Halted After Leaked Chat Logs Show FBI Agent Said Her Boss Ordered Her To ""Destroy Evidence"" ",Neutral,Legal | Regulation,81.0,96.0 |
|
2023-03-11T22:25:09.000Z,adam_tooze,"So this was screamingly obvious to anyone who had individual data on top 20 banks and regulators, fed, treasury stood by and no one had a word with folks in Silicon Valley to explain the disaster coming towards them??? Incomprehensible! ",Neutral,General News | Opinion,100.0,99.0 |
|
2023-03-11T22:24:41.000Z,markets,Blindsided debt traders are rushing toward safety ,Bearish,Treasuries | Corporate Debt,43.0,97.0 |
|
2023-03-11T22:22:35.000Z,adam_tooze,"RT @AndreasSteno: SVB is/was not like the others because a prudent bank hedges interest rate risks. SVB did not. |
|
|
|
Chart from JPAM / Michae…",Neutral,Stock Commentary,93.0,54.0 |
|
2023-03-11T22:22:27.000Z,zerohedge,Now do unsecured creditors. ,Neutral,Treasuries | Corporate Debt,99.0,47.0 |
|
2023-03-11T22:22:07.000Z,adam_tooze,"RT @ahistoryinart: John Lavery's picture from 1929 depicts Mrs Osler, a Canadian socialite, reclining on a sofa in her villa at Cap d’Antib…",Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-11T22:18:56.000Z,markets,"Madison Square Garden says it filed a lawsuit against the New York State Liquor Authority, accusing the regulator of threatening a ban on the consumption of alcohol at its venues ",Bearish,Legal | Regulation,85.0,99.0 |
|
2023-03-11T22:18:29.000Z,zerohedge,"They will always choose the first option, without dissent. |
|
|
|
Does Powell want to be remembered for the Fed chair who sparked the biggest inflation since Volcker AND who started a systemic bank run ",Neutral,Fed | Central Banks,99.0,95.0 |
|
2023-03-11T22:18:12.000Z,adam_tooze,RT @danieljhartley: Immanuel Wallerstein (right) and Fernand Braudel (left) at the inauguration of the Fernand Braudel Center in Binghamton…,Neutral,General News | Opinion,100.0,91.0 |
|
2023-03-11T22:17:59.000Z,RaoulGMI,I think this is important. Powell will understand the risks of a larger bank run here. ,Neutral,General News | Opinion,98.0,99.0 |
|
2023-03-11T22:17:50.000Z,adam_tooze,RT @TheLuisPanini: Last night I attended the LA premiere of Orson Welles’ newly restored in 4K The Trial (1962) & |
|
2023-03-11T22:17:31.000Z,TheTranscript_,$SHOP exposure is minor: ,Neutral,Stock Commentary,74.0,97.0 |
|
2023-03-11T22:16:05.000Z,markets,Here's our take on upcoming events in the world economy and their fallout ,Neutral,General News | Opinion,96.0,99.0 |
|
2023-03-11T22:12:56.000Z,markets,"Hedge funds and banks are swooping in to try and pick up deposits held by startups at failed Silicon Valley Bank at steep discounts, according to reports ",Neutral,General News | Opinion,83.0,86.0 |
|
2023-03-11T22:12:19.000Z,TheTranscript_,"This week in brief: |
|
|
|
""And it's gone"" ",Neutral,General News | Opinion,95.0,99.0 |
|
2023-03-11T22:12:11.000Z,Fxhedgers,SVB’S COLLAPSE COULD LEAD TO ‘CONTAGION’ AMONG REGIONAL BANKS emergency Fed rate cut,Bearish,Fed | Central Banks,87.0,77.0 |
|
2023-03-11T22:07:16.000Z,Brad_Setser,"Important and often overlooked point. |
|
|
|
Spread v bunds can also be close to the spread v your hedge. |
|
|
|
@jeuasommenulle knows a ton about banking, well worth following on SVB. ",Neutral,General News | Opinion,98.0,84.0 |
|
2023-03-11T22:06:06.000Z,economics,The key to fighting climate change could be hot bricks ,Neutral,General News | Opinion,95.0,99.0 |
|
2023-03-11T22:05:19.000Z,Fxhedgers,SVB PAID OUT BONUSES AHEAD OF FDIC SEIZURE: AXIOS,Neutral,Company | Product News,97.0,97.0 |
|
2023-03-11T22:00:15.000Z,TheStreet,And for good reason ,Neutral,General News | Opinion,98.0,97.0 |
|
2023-03-11T22:00:08.000Z,zerohedge,Entire US Congress Votes To Declassify COVID-19 Origins Intel ,Neutral,Politics,100.0,91.0 |
|
2023-03-11T21:52:18.000Z,zerohedge,"Remember Bernanke's 75bps emergency rate cut on Jan 22, 2008 when a bad trade by @kerviel_j blew up. Good times |
|
|
|
",Neutral,Fed | Central Banks,75.0,98.0 |
|
2023-03-11T21:50:46.000Z,chigrl,Word on the street is @AlexEpstein is my guest on this Wednesday's spaces,Neutral,General News | Opinion,99.0,98.0 |
|
2023-03-11T21:44:39.000Z,LynAldenContact,The execs at large money-center banks this weekend. ,Neutral,General News | Opinion,100.0,63.0 |
|
2023-03-11T21:41:00.000Z,FT,Sunak calls on BBC to resolve row over Gary Lineker suspension ,Neutral,Politics,91.0,82.0 |
|
2023-03-11T21:38:55.000Z,Brad_Setser,"@jeuasommenulle Ouch. Feel for the intern (on behalf of all of us who have made div0 errors). |
|
|
|
But great info. Thanks",Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-11T21:38:01.000Z,economics,One-off disruptions can provide cover for companies to keep prices high ,Neutral,General News | Opinion,68.0,90.0 |
|
2023-03-11T21:37:05.000Z,economics,Even wealthy landlords are skipping payments on office buildings ,Bearish,General News | Opinion,62.0,94.0 |
|
2023-03-11T21:30:09.000Z,zerohedge,"""Dear Conservatives, I Apologize..."" ",Neutral,General News | Opinion,90.0,91.0 |
|
2023-03-11T21:28:19.000Z,Scutty,SYD ---> |
|
2023-03-11T21:26:59.000Z,jeuasommenulle,"Some people ask ""But surely SVB hedged its book?"" |
|
|
|
Well, all you needed to do is look at their earnings presentatios. |
|
|
|
Once they even showed a duration post hedge at ""n/a"", probably because an intern forgot to remove the #div0 error when dividing by swap nominal 😅 ",Neutral,General News | Opinion,98.0,87.0 |
|
2023-03-11T21:25:12.000Z,JosephPolitano,"How It Started//How It's Going: |
|
",Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-11T21:25:12.000Z,JosephPolitano,Missed this yesterday (overwhelmed with the bank failures going on over on this side of the pond!),Bearish,General News | Opinion,86.0,98.0 |
|
2023-03-11T21:25:11.000Z,JosephPolitano,Bank of England is putting Silicon Valley Bank UK into a Bank Insolvency Procedure: ,Neutral,Fed | Central Banks,87.0,87.0 |
|
2023-03-11T21:17:02.000Z,markets,Why Silicon Valley Bank was hit by a bank run—and where it could lead ,Bearish,Company | Product News,97.0,89.0 |
|
2023-03-11T21:15:52.000Z,BullTradeFinder,RT @TicTocTick: Drops 90% 6 days later 😂 ,Bearish,Stock Commentary,96.0,74.0 |
|
2023-03-11T21:15:27.000Z,LynAldenContact,Seems about right. ,Neutral,General News | Opinion,99.0,48.0 |
|
2023-03-11T21:15:00.000Z,BloombergTV,"""We've loved Florida."" JPMorgan CEO Jamie Dimon says the state is good for business and that the Wall Street giant has more employees in Texas than in New York ",Neutral,Company | Product News,62.0,55.00000000000001 |
|
2023-03-11T21:07:36.000Z,zerohedge,*SVB PAID OUT BONUSES AHEAD OF FDIC SEIZURE: AXIOS,Neutral,Company | Product News,98.0,98.0 |
|
2023-03-11T21:07:04.000Z,economics,"The “Product of the USA” label on meat may soon be restricted to include only animals born and raised in the US, closing a loophole on repackaged food ",Neutral,General News | Opinion,93.0,56.00000000000001 |
|
2023-03-11T21:06:30.000Z,jeuasommenulle,First time the fragile fabric of the Eurozone is actually a strength !,Neutral,General News | Opinion,57.99999999999999,56.99999999999999 |
|
2023-03-11T21:05:52.000Z,jeuasommenulle,"One of the many subtle but key differences btween US and Europe about SVB failure: |
|
US Banks hedge less their long term HTM govies because perfect hedging gives you the short term rate and what's the point? |
|
In Europe if u hedge (bund/asw) you still get.. the spread! |
|
Grazie Italia!",Neutral,General News | Opinion,97.0,95.0 |
|
2023-03-11T21:00:47.000Z,stlouisfed,The world’s population now stands at 8 billion people. What will it be at the end of this century? ,Neutral,General News | Opinion,97.0,68.0 |
|
2023-03-11T21:00:21.000Z,wallstmemes,Twitter timeline right now ,Neutral,Company | Product News,99.0,100.0 |
|
2023-03-11T21:00:19.000Z,TheStreet,"Here's how Costco will spend a membership fee increase |
|
",Neutral,Company | Product News,97.0,100.0 |
|
2023-03-11T21:00:08.000Z,zerohedge,What Did These 3 SVB Execs Know? ,Neutral,General News | Opinion,100.0,94.0 |
|
2023-03-11T20:58:20.000Z,M_PaulMcNamara,"RT @SteveHarlie: Irish Times has it right. |
|
|
|
“If the BBC won’t support someone so famous and beloved, what are the chances they’ll back a l…",Neutral,Fed | Central Banks,99.0,65.0 |
|
2023-03-11T20:51:09.000Z,markets,Air Force One is getting a paint job — and it looks a lot like the old one ,Neutral,General News | Opinion,98.0,98.0 |
|
2023-03-11T20:48:32.000Z,markets,"The Biden administration has decided to authorize a mammoth ConocoPhillips oil project in northwest Alaska, rejecting arguments from environmental activists ",Neutral,Energy | Oil,98.0,96.0 |
|
2023-03-11T20:42:02.000Z,economics,Protests led by public school educators over low pay and poor working conditions have emerged as a threat to President Nicolás Maduro ,Bearish,General News | Opinion,70.0,93.0 |
|
2023-03-11T20:37:00.000Z,EricBalchunas,"$SJIM launched a month after Jim’s epic $SIVB call so it isn’t in ETF but it does show why I wouldn’t write this fund off so easily, you only need a few grand slams like this (which he’s got a gift for) to power returns. Will be interesting to see what gets added after Fri tho. ",Neutral,Stock Commentary,98.0,99.0 |
|
2023-03-11T20:34:24.000Z,economics,"Deutsche Post reaches a deal with the Verdi labor union covering 160,000 workers ",Neutral,Company | Product News,98.0,97.0 |
|
2023-03-11T20:30:07.000Z,zerohedge,"If AI Can't Overthrow Its Corporate/State Masters, It's Worthless ",Neutral,General News | Opinion,96.0,96.0 |
|
2023-03-11T20:29:57.000Z,EricBalchunas,"Shout out to this lady on Nextdoor trying to bring together drivers, bikers and pedestrians (who constantly complain about each on the app) to find common ground over their hatred for electric scooter ppl 😂 ",Neutral,General News | Opinion,100.0,99.0 |
|
2023-03-11T20:26:40.000Z,cjoye,USDC 'Stablecoin' Breaks Peg As Circle Admits Billions Stuck With SVB ,Neutral,Currencies,59.0,90.0 |
|
2023-03-11T20:21:45.000Z,M_PaulMcNamara,RT @JessicaValenti: The Texas lawsuit against three women who allegedly helped their friend get an abortion includes pictures of them dress…,Neutral,Legal | Regulation,56.00000000000001,99.0 |
|
2023-03-11T20:21:03.000Z,markets,"Deutsche Post reaches a deal with the Verdi labor union covering 160,000 workers ",Neutral,Company | Product News,98.0,97.0 |
|
2023-03-11T20:09:58.000Z,markets,The FDIC is urging employees of the failed Silicon Valley Bank to stay on with higher wages — but only for 45 days ,Neutral,Legal | Regulation,91.0,49.0 |
|
2023-03-11T20:08:18.000Z,ianbremmer,"peaceful relations between saudi arabia and iran is to be welcomed, |
|
whoever brokers the deal.",Neutral,General News | Opinion,100.0,83.0 |
|
2023-03-11T20:07:07.000Z,economics,"Global supply chains have returned to normal, the Federal Reserve Bank of New York says ",Bullish,Fed | Central Banks,64.0,98.0 |
|
2023-03-11T20:03:50.000Z,economics,Here's the latest news on Russia's invasion of Ukraine ,Neutral,General News | Opinion,98.0,97.0 |
|
2023-03-11T20:03:06.000Z,markets,Here's the latest news on Russia's invasion of Ukraine ,Neutral,General News | Opinion,98.0,97.0 |
|
2023-03-11T20:00:57.000Z,TheStreet,This is bad ,Bearish,General News | Opinion,64.0,98.0 |
|
2023-03-11T20:00:07.000Z,zerohedge,When Censorship Fails: Two Thirds Of US Adults Think COVID Likely Started In A Lab ,Neutral,General News | Opinion,93.0,98.0 |
|
2023-03-11T19:51:03.000Z,economics,"It's been three years of loss, fear and disruption since the World Health Organization declared Covid-19 a global pandemic on March 11, 2020. |
|
|
|
Here's how communities around the world have built spaces to mourn and remember ",Neutral,General News | Opinion,73.0,99.0 |
|
2023-03-11T19:38:03.000Z,economics,Long Covid may be behind the recent surge in US women with a disability (via @atanzi & |
|
2023-03-11T19:32:15.000Z,tracyalloway,(Ok the rugby is over so I’m gonna stop now),Neutral,General News | Opinion,97.0,98.0 |
|
2023-03-11T19:31:49.000Z,LynAldenContact,"The Federal Reserve's cumulative operating losses are now $39.7 billion, which they record as ""deferred assets"". |
|
|
|
In about two more weeks they'll have negative tangible equity if you factor out those deferred assets. ",Neutral,Fed | Central Banks,57.99999999999999,98.0 |
|
2023-03-11T19:31:49.000Z,LynAldenContact,"Their unrealized losses are way bigger than that, but unlike normal banks, the Fed can't be forced to sell and realize a loss. |
|
|
|
And if they do realize a loss it's like the bank in Monopoly. ",Neutral,General News | Opinion,67.0,74.0 |
|
2023-03-11T19:31:37.000Z,tracyalloway,"Silicon Valley: |
|
|
|
Move fast and break things! |
|
Reduce friction in banking! |
|
Build transparent social networks! |
|
|
|
Also Silicon Valley: |
|
|
|
Oh no, not like that!",Neutral,Company | Product News,98.0,95.0 |
|
2023-03-11T19:30:08.000Z,zerohedge,What Comes After The Great Liquidation? ,Neutral,General News | Opinion,100.0,97.0 |
|
2023-03-11T19:30:04.000Z,IMFNews,"Edward Chancellor’s book The Price of Time traces the history of interest rates back through the centuries, with low borrowing costs starring as villain. Read the F& |
|
2023-03-11T19:30:01.000Z,Brad_Setser,"p.s. I could not have answered this question 15ys ago, and wouldn't have been able to answer it well 10ys ago ...",Neutral,General News | Opinion,96.0,78.0 |
|
2023-03-11T19:29:09.000Z,Brad_Setser,"Background: ""Other financial corporations"" includes the life insurers and in Japan, the investment trusts (which are used by Postbank and Nochu). Net purchases of foreign bonds (mostly US bonds) have gone from $100-200b a year to less than zero over the last 4qs of data. |
|
|
|
2/2",Neutral,Treasuries | Corporate Debt,56.99999999999999,89.0 |
|
2023-03-11T19:27:32.000Z,Brad_Setser,"An idea for an international macro/ international finance exam question |
|
|
|
Explain how higher US interest rates (both higher short-term rates and higher long-term rates) could lead to a reduction in Asian institutional demand for US bonds? |
|
|
|
1/2 ",Neutral,Treasuries | Corporate Debt,84.0,90.0 |
|
2023-03-11T19:27:07.000Z,chigrl,"Week Ahead is Out! |
|
|
|
I breakdown Granholm's speech at CeraWeek |
|
|
|
Spoiler: She admits US permitting red tape is a huge problem that is likely not to be resolved soon with regard to green energy minerals. |
|
|
|
Also fantastic analysis of $SIVB debacle from @FedGuy12 and @amlivemon ",Neutral,General News | Opinion,90.0,94.0 |
|
2023-03-11T19:18:55.000Z,markets,The positivity rate for flu in China jumped to 41.6% in the week beginning March 5 ,Bullish,Macro,74.0,98.0 |
|
2023-03-11T19:18:10.000Z,economics,"China's diplomacy leaves Iran-Saudi tensions unresolved, says @ghoshworld ",Neutral,General News | Opinion,93.0,54.0 |
|
2023-03-11T19:16:20.000Z,markets,The problems that triggered SVB's death spiral were hiding in plain sight. Many contenders aren't declared but it beginning to feel like 2024. Here's your Saturday Briefing. ,Neutral,General News | Opinion,98.0,99.0 |
|
2023-03-11T19:13:43.000Z,markets,The fallout from the collapse of Silicon Valley Bank is starting to spread around the world ,Bearish,General News | Opinion,92.0,95.0 |
|
2023-03-11T19:09:05.000Z,economics,"Latin America’s top two economies are moving in opposite directions, with export and investment growth propelling Mexico while Brazil is set to fall into recession, according to JPMorgan ",Bearish,Macro,65.0,99.0 |
|
2023-03-11T19:05:56.000Z,markets,"Rishi Sunak takes his show on the road, but everyone's talking about Gary Lineker. Here's your Saturday UK briefing ",Neutral,Politics,100.0,94.0 |
|
2023-03-11T19:03:57.000Z,JosephPolitano,I think this meme was made by @PretzelGrimm like 10+ years ago and has lived in my head rent-free since then. Obviously very very different situation and scale to 2008 rn but can't pass up the chance to use this again.,Neutral,General News | Opinion,99.0,90.0 |
|
2023-03-11T19:03:56.000Z,JosephPolitano,time to bust out the classics ,Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-11T19:03:23.000Z,markets,The world keeps investing in big biolabs — and there's no global consensus on how to manage them. Here's your week of Big Take ,Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-11T19:01:00.000Z,ianbremmer,"requiring tiktok to store data in us… could set a dangerous precedent |
|
(american economy reliant on cross-border data flows) |
|
",Neutral,Company | Product News,56.00000000000001,50.0 |
|
2023-03-11T19:00:16.000Z,TheStreet,The SEC filed an emergency action against investment advisor BKCoin Management ,Bearish,Legal | Regulation,80.0,99.0 |
|
2023-03-11T19:00:07.000Z,zerohedge,"Secretive 'Wearable Camera' Startup With Ex-Apple Execs Secures $100 Million, Partners With OpenAI ",Neutral,Company | Product News,97.0,100.0 |
|
2023-03-11T18:55:44.000Z,M_PaulMcNamara,Good grief ,Neutral,General News | Opinion,98.0,46.0 |
|
2023-03-11T18:49:17.000Z,TheTranscript_,"$DIS CEO: ""I think in our zeal to grow global subs, I think we were off in terms of that pricing strategy. And we're now starting to learn more about it and to adjust accordingly""",Neutral,Company | Product News,80.0,62.0 |
|
2023-03-11T18:43:40.000Z,MacroAlf,"Tomorrow, I'll release an even deeper dive into SVB but most importantly cover the real questions. |
|
|
|
What about spillover effects to the broader US banking system? |
|
What will the Fed do? |
|
|
|
Subscribe to for more. |
|
|
|
It's free. |
|
|
|
18/18",Neutral,General News | Opinion,100.0,57.99999999999999 |
|
2023-03-11T18:43:39.000Z,MacroAlf,"A gigantic bond portfolio booked in ridicoulous proportion in HTM, exploiting accounting benefits. |
|
|
|
Voluntary unwinding (!) of existing rate hedges. |
|
|
|
Management lobbying to be as exempt from tight regulatory scrutiny as possible. |
|
|
|
Moral hazard was at play here, imho. |
|
|
|
17/",Neutral,Treasuries | Corporate Debt,85.0,96.0 |
|
2023-03-11T18:43:39.000Z,MacroAlf,"Would it help to know that SVB’s management repeatedly lobbied to increase the cap for lax regulatory scrutiny and conveniently remained 20-30 billion below the $250 billion threshold? |
|
|
|
Let's recap. |
|
|
|
16/",Neutral,Company | Product News,99.0,52.0 |
|
2023-03-11T18:43:39.000Z,MacroAlf,"This allowed SVB to run wild with its investment portfolio and funding base concentration. |
|
|
|
Well, what’s wrong about that? |
|
|
|
SVB isn’t the only bank with assets < |
|
|
|
Let me show you what's wrong. |
|
|
|
15/",Neutral,Company | Product News,95.0,85.0 |
|
2023-03-11T18:43:38.000Z,MacroAlf,"3. That urge to stay away from tighter regulatory scrutiny… |
|
|
|
The reason why SVB could get around with this terribly risky business model was its size. |
|
|
|
You see, banks with assets below $250 billion are not subject to the tighter regulatory scrutiny like big banks. |
|
|
|
14/",Neutral,General News | Opinion,89.0,51.0 |
|
2023-03-11T18:43:38.000Z,MacroAlf,"Fast forward to December 2022, and basically ALL these hedges are gone. |
|
|
|
This is not just ignorance: a vast use of accounting tricks and a voluntary reduction of hedges. |
|
|
|
And now the cherry on the cake. |
|
|
|
13/",Neutral,General News | Opinion,94.0,61.0 |
|
2023-03-11T18:43:37.000Z,MacroAlf,"2. Not hedging: just ignorance, you say? |
|
|
|
In December 2021, SVB had about $10 billion of interest rate swaps. |
|
|
|
Probably way too little to hedge the entire book, but that’s not my point. |
|
|
|
They show a clear understanding of what these swaps are for (red box below). |
|
|
|
12/ ",Neutral,Treasuries | Corporate Debt,99.0,73.0 |
|
2023-03-11T18:43:37.000Z,MacroAlf,"Booking bonds in HTM instead prevents gains/losses from showing up at all – convenient, right? |
|
|
|
Now, see for yourself the outrageous use of HTM accounting SVB did. |
|
|
|
You don’t book $90 billion of unhedged (!) bonds in HTM by mistake or incompetence – this is moral hazard. |
|
|
|
11/ ",Neutral,General News | Opinion,95.0,54.0 |
|
2023-03-11T18:43:36.000Z,MacroAlf,"Many people are now calling for a bailout. |
|
|
|
But the evidence that moral hazard was at play are too big to be ignored. |
|
|
|
And we should not reward moral hazard. |
|
|
|
Here are 3 interconnected facts which are hard to ignore: |
|
|
|
9/",Neutral,General News | Opinion,74.0,99.0 |
|
2023-03-11T18:43:36.000Z,MacroAlf,"1. The outrageous use of accounting tricks |
|
|
|
HQLA investments can be booked either under the Available For Sale (AFS) or Held To Maturity (HTM) accounting regimes. |
|
AFS investment unrealized gains/losses do not hit the P& |
|
|
|
10/",Neutral,General News | Opinion,97.0,38.0 |
|
2023-03-11T18:43:35.000Z,MacroAlf,"...they DID NOT hedge interest rate risk at all! |
|
|
|
The duration of their huge portfolio before and after interest rate hedges was…the same?! |
|
|
|
Effectively, there were NO hedges. |
|
|
|
This means SVB was not applying basic risk management practices, and exposing its investors... |
|
|
|
7/ ",Neutral,General News | Opinion,84.0,66.0 |
|
2023-03-11T18:43:35.000Z,MacroAlf,"...and depositors to a gigantic amount of risk. |
|
|
|
A $120 bn bond portfolio with a 5.6y duration means that every 10 bps move higher in 5-year rate lost the bank almost $700 million. |
|
|
|
200 bps? $14 billion economic loss. |
|
Basically the entire bank’s capital wiped out. |
|
|
|
8/",Neutral,Treasuries | Corporate Debt,55.00000000000001,88.0 |
|
2023-03-11T18:43:34.000Z,MacroAlf,"Now, what were the problems with SVB? |
|
|
|
SVB had a gigantic investment portfolio as a % of total assets at 57% (average US bank: 24%) and 78% was in Mortgage-Backed Securities (Citi or JPM: around 30%). |
|
|
|
But most importantly... |
|
|
|
6/ ",Neutral,Company | Product News,94.0,41.0 |
|
2023-03-11T18:43:34.000Z,MacroAlf,"...you enter into an interest rate swap: this time, you pay away a fixed yield and receive variable payments in exchange. |
|
|
|
There you go: you received a fix rate when buying Treasuries and you pay a fixed rate in the swap – a hedge. |
|
|
|
5/ ",Neutral,Treasuries | Corporate Debt,99.0,87.0 |
|
2023-03-11T18:43:33.000Z,MacroAlf,"That’s why banks hedge (!) the lion share of the interest rate risk coming from their bond investments. |
|
|
|
The mechanism is simple. |
|
|
|
When you buy Treasuries, you lock in a fixed yield you receive and rising interest rates represent a risk. |
|
To hedge that risk... |
|
|
|
4/",Neutral,Treasuries | Corporate Debt,88.0,56.99999999999999 |
|
2023-03-11T18:43:33.000Z,MacroAlf,"As a result of regulation, banks have flushed their balance sheets with trillions of bonds. |
|
|
|
Such a large amount of bonds on the balance sheet also comes with risks though, right? |
|
|
|
Interest rate risk comes to mind: if you purchase Treasuries and yields rise, you lose money. |
|
|
|
3/",Neutral,Treasuries | Corporate Debt,76.0,92.0 |
|
2023-03-11T18:43:33.000Z,MacroAlf,"What SVB did with their portfolio is either a signal of enormous incompetence or of outright moral hazard at play – gamble away billions as policymakers will rescue you |
|
|
|
I can’t believe incompetence reaches these levels, & |
|
|
|
2/",Neutral,General News | Opinion,94.0,98.0 |
|
2023-03-11T18:43:32.000Z,MacroAlf,"SVB does not deserve a bailout. |
|
|
|
A deep look at their financial statement reveals how horrific they were at risk management. |
|
|
|
And in my opinion incompetence explains only part of it. |
|
|
|
Moral hazard must have been at play. |
|
|
|
A thread. |
|
|
|
1/",Neutral,General News | Opinion,86.0,56.99999999999999 |
|
2023-03-11T18:41:02.000Z,economics,"Apartment rents are supposed to come down in the winter, but this year, New Yorkers aren't getting much of a break ",Bearish,Macro,64.0,99.0 |
|
2023-03-11T18:40:54.000Z,FerroTV,Kvaratskhelia and Osimhen. Arguably the most exciting strike partnership in Europe right now. ,Neutral,Company | Product News,88.0,94.0 |
|
2023-03-11T18:39:21.000Z,chigrl,"This is going to be a problem if the West wants to pursue green energy without relying on China |
|
|
|
(chart via @TCommodity) ",Neutral,General News | Opinion,71.0,97.0 |
|
2023-03-11T18:36:04.000Z,tracyalloway,You’re telling me a bank board stacked with VCs was better at building client relations and rapidly expanding deposits during a low interest rate environment than it was at overseeing risk management? ,Neutral,Company | Product News,99.0,75.0 |
|
2023-03-11T18:32:29.000Z,jeuasommenulle,"If it's true, it's hilarious. |
|
If it's false it's hilarious too. |
|
|
|
So just enjoy the show ",Neutral,General News | Opinion,99.0,98.0 |
|
2023-03-11T18:32:23.000Z,economics,President Erdogan has kicked off the toughest election campaign of his career ,Neutral,Politics,99.0,99.0 |
|
2023-03-11T18:31:02.000Z,chigrl,Innovation ,Neutral,General News | Opinion,99.0,48.0 |
|
2023-03-11T18:30:07.000Z,zerohedge,"Locked-Away In 'Conspiracy Theorist' Camps: The Orwellian Dystopia Of The ""Censorship-Industrial-Complex"" ",Neutral,General News | Opinion,98.0,73.0 |
|
2023-03-11T18:29:24.000Z,jeuasommenulle,"The fight is ON ! |
|
|
|
Climate change ? |
|
Government fraud ? |
|
ESG ? |
|
|
|
Pick your favourite. |
|
|
|
#Wodunnit #AgathaChristie |
|
|
|
",Neutral,General News | Opinion,97.0,98.0 |
|
2023-03-11T18:27:42.000Z,TheTranscript_,"$V CFO compares the Visa of today and that of 2008: |
|
|
|
""15 years is a long time, number one. Number two, we were just going public and the Visa of today is vastly different from the Visa of 2008 on many dimensions"" ",Neutral,Company | Product News,95.0,49.0 |
|
2023-03-11T18:25:13.000Z,markets,The tycoon emerged as a mining magnate in 2020 after buying a 40% stake in Highland Gold from billionaire Roman Abramovich and other investors ,Neutral,Stock Movement,89.0,56.99999999999999 |
|
2023-03-11T18:22:26.000Z,markets,"China's diplomacy leaves Iran-Saudi tensions unresolved, says @ghoshworld ",Neutral,General News | Opinion,93.0,54.0 |
|
2023-03-11T18:20:25.000Z,tracyalloway,"Speaking of which, I wrote a bit about this back in December - drawing on our @tylertringas interview from the summer. |
|
|
|
Illiquidity can be your friend right up until it kills you. |
|
|
|
",Neutral,General News | Opinion,100.0,99.0 |
|
2023-03-11T18:20:12.000Z,zerohedge,"And the crisis will get worse due to the avalanche of defaults coming to commercial real estate/offices and regional bank exposure |
|
|
|
",Bearish,General News | Opinion,85.0,67.0 |
|
2023-03-11T18:17:00.000Z,markets,"There was a 20 degree difference in minimum temperatures across the UK overnight, freezing in the north and milder in the south ",Neutral,General News | Opinion,96.0,95.0 |
|
2023-03-11T18:16:42.000Z,tracyalloway,"Startups arguing SVB should have been more aggressive in marking down their bond portfolio while also studiously avoiding down rounds… |
|
|
|
The whole tech industry has benefited (temporarily) from illiquidity.",Neutral,Treasuries | Corporate Debt,44.0,94.0 |
|
2023-03-11T18:15:12.000Z,stlouisfed,"Initial claims for unemployment insurance benefits totaled 211,000 in the week ended March 4, an increase of 21,000 from a week earlier |
|
2023-03-11T18:12:15.000Z,zerohedge,Anyone who says banks don't report unrealizes losses on HTM securities has never even opened a bank 10K ,Bearish,General News | Opinion,71.0,71.0 |
|
2023-03-11T18:12:04.000Z,tracyalloway,Simultaneously calling for more banking oversight and better risk management but also for continued lending to unprofitable companies is peak libertarian tech bro.,Neutral,Company | Product News,98.0,60.0 |
|
2023-03-11T18:11:33.000Z,markets,"Episodes feature real couples in therapy sessions, providing an intimate look at personal and professional relationships ",Neutral,General News | Opinion,100.0,84.0 |
|
2023-03-11T18:09:06.000Z,economics,"In a survey on luxury purchases, Saks Fifth Avenue found fewer people are planning to spend as much or more ",Neutral,Company | Product News,70.0,79.0 |
|
2023-03-11T18:06:23.000Z,elerianm,"Many trading desks and policymakers are—and, if they’re not, should—be spending this weekend on #SVB-related scenario analyses on |
|
Channels of #contagion within, and importantly, beyond the #banking system: and |
|
Disposal of SVB’s balance sheet and business lines. |
|
More to follow. ",Neutral,General News | Opinion,96.0,96.0 |
|
2023-03-11T18:03:18.000Z,markets,President Erdogan has kicked off the toughest election campaign of his career ,Neutral,Politics,99.0,99.0 |
|
2023-03-11T18:00:36.000Z,zerohedge,"Then, when the crisis becomes big enough, and Fed cuts rates/resumes QE, the big banks reload on reserves and the cycle begins from square 1.",Neutral,Fed | Central Banks,90.0,57.99999999999999 |
|
2023-03-11T18:00:17.000Z,TheStreet,Apple stock could see a surge in 2023 driven by five underappreciated catalysts ,Bullish,Stock Movement,99.0,71.0 |
|
2023-03-11T18:00:09.000Z,zerohedge,"Big banks - which are not reliant on depositor funding - are incentivized to spark bank runs which will cripple small/regional banks. It's why JPMorgan was poaching SVB depositors on Thursday (per BBG). |
|
|
|
",Neutral,Company | Product News,75.0,91.0 |
|
2023-03-11T18:00:07.000Z,zerohedge,"China Blasts America's ""Illegal"" Occupation Of Syria In Wake Of Failed House Vote ",Neutral,Politics,85.0,90.0 |
|
2023-03-11T17:58:57.000Z,zerohedge,"Other banks, mostly small regional banks, have seen their reserve exposure slide thanks to QT, and are increasingly reliant on depositors for funding. 88% of SIVB's total liabilities were deposits. Meanwhile, loan/deposit creation has collapsed due to imminent recession. ",Bearish,Fed | Central Banks,92.0,69.0 |
|
2023-03-11T17:57:53.000Z,zerohedge,"Why are some banks - like JPM - paying 0.01% on deposits? Because they don't need them, because they are still flooded with Fed reserves on which they collect hundreds of millions in interest daily. In fact, JPM is trying to slash its retail deposits which are a cost center ",Neutral,Company | Product News,94.0,31.0 |
|
2023-03-11T17:57:43.000Z,BullTradeFinder,"Great week by @expo__jesse trading with the @bulltradefinderTeam 🔥 |
|
|
|
73% Win Rate ✅ |
|
|
|
82% Average Win % ✅ |
|
|
|
830% Total Win % ✅ |
|
|
|
Trade live with us daily! 👇 |
|
|
|
|
|
|
|
$SPY $TSLA $SPX $META $NVDA $QQQ $AMD $MSFT ",Neutral,Stock Commentary,54.0,99.0 |
|
2023-03-11T17:57:32.000Z,BullTradeFinder,"Great week by @expo__jesse trading with the @bulltradefinderTeam 🔥 |
|
|
|
73% Win Rate ✅ |
|
|
|
82% Average Win % ✅ |
|
|
|
830% Total Win % ✅ |
|
|
|
Trade live with us daily! 👇 |
|
|
|
|
|
|
|
$SPY $TSLA $SPX $META $NVDA $QQQ $AMD $MSFT ",Neutral,Stock Commentary,54.0,99.0 |
|
2023-03-11T17:52:06.000Z,BullTradeFinder,"Great week by @papergains for the @bulltradefinder Team 🔥 |
|
|
|
79% Win Rate ✅ |
|
|
|
54% Average Win % ✅ |
|
|
|
1228% Total Win % ✅ |
|
|
|
Trade live with us daily! 👇 |
|
|
|
|
|
|
|
$SPY $TSLA $SPX $COIN $GLD $META $NVDA $QQQ $AMD $BAC $PYPL $NEE $BABA $NFLX ",Bullish,Stock Commentary,64.0,99.0 |
|
2023-03-11T17:51:03.000Z,BullTradeFinder,"Great week by @papergains for the @bulltradefinder Team 🔥 |
|
|
|
79% Win Rate ✅ |
|
|
|
54% Average Win % ✅ |
|
|
|
1228% Total Win % ✅ |
|
|
|
Trade live with us daily! 👇 |
|
|
|
|
|
|
|
$SPY $TSLA $SPX $COIN $GLD $META $NVDA $QQQ $AMD $BAC $PYPL $NEE $BABA $NFLX ",Bullish,Stock Commentary,64.0,99.0 |
|
2023-03-11T17:47:31.000Z,M_PaulMcNamara,RT @i_zzzzzz: I think a lot of banks fail on purpose just so the executives can hang out with FDIC guys for a few days. It's like when peop…,Neutral,General News | Opinion,97.0,97.0 |
|
2023-03-11T17:40:51.000Z,JosephPolitano,The post-2008 consensus was that there should be an unspoken norm that depositors will always be made whole in the event of a bank failure. Even if uninsured SVB depositors get all their money back (which is likely) that norm has clearly not worked in stopping bank runs.,Neutral,Macro,56.99999999999999,88.0 |
|
2023-03-11T17:39:04.000Z,economics,A majority of Canadians sees increasing immigration as an economic boon despite a housing shortage that threatens to further drive up real estate prices and rents ,Bearish,Macro,82.0,99.0 |
|
2023-03-11T17:38:49.000Z,zerohedge,"RT @michaeljburry: Next, we find our WorldCom. Patience.",Neutral,General News | Opinion,99.0,96.0 |
|
2023-03-11T17:35:33.000Z,zerohedge,"RT @InfoRatioed: This is a list of funds who can’t do proper treasury management on $100b of capital |
|
|
|
Note no hedge funds are caught flat f…",Neutral,General News | Opinion,99.0,89.0 |
|
2023-03-11T17:33:53.000Z,zerohedge,"As first discussed here |
|
|
|
",Neutral,General News | Opinion,96.0,96.0 |
|
2023-03-11T17:31:30.000Z,economics,"Chancellor of the Exchequer Jeremy Hunt will hand business a three-year, £11 billion tax break ",Neutral,General News | Opinion,99.0,95.0 |
|
2023-03-11T17:31:05.000Z,markets,"Chancellor of the Exchequer Jeremy Hunt will hand business a three-year, £11 billion tax break ",Neutral,General News | Opinion,99.0,95.0 |
|
2023-03-11T17:30:07.000Z,zerohedge,What Would Happen If American Elites Told The Truth? ,Neutral,General News | Opinion,100.0,92.0 |
|
2023-03-11T17:23:51.000Z,BullTradeFinder,Appreciated ❤️ ,Neutral,General News | Opinion,90.0,97.0 |
|
2023-03-11T17:21:19.000Z,markets,Toronto-based AcuityAds has $55 million in deposits at SVB and just $4.8 million at other banks ,Neutral,Company | Product News,99.0,94.0 |
|
2023-03-11T17:19:00.000Z,markets,"Ken Griffin, billionaire founder of Citadel, said his firms are in the process of negotiating an enterprise-wide license to use OpenAI’s ChatGPT tool ",Neutral,Company | Product News,98.0,98.0 |
|
2023-03-11T17:19:00.000Z,BloombergTV,"Ken Griffin, billionaire founder of Citadel, said his firms are in the process of negotiating an enterprise-wide license to use OpenAI’s ChatGPT tool ",Neutral,Company | Product News,98.0,98.0 |
|
2023-03-11T17:16:35.000Z,JosephPolitano,"The financial stability fandom is dying! |
|
|
|
RT this if you support FDIC-insured bank deposits, SIPC-protected brokerage accounts, Dodd-Frank Act stress testing, and Basel III capital requirements!",Neutral,General News | Opinion,96.0,76.0 |
|
2023-03-11T17:15:06.000Z,markets,"The China reopening effect that’s been highly anticipated — and at times, perhaps dangerously so — around the world is starting to emerge, the Bloomberg Trade Tracker shows ",Neutral,Macro,84.0,76.0 |
|
2023-03-11T17:12:08.000Z,zerohedge,"Relax, it's SVB. Not Ohio Valley Bank. It will be resolved",Neutral,Company | Product News,96.0,86.0 |
|
2023-03-11T17:10:32.000Z,markets,"New CEO and managing director to join Tech Mahindra in December for five years, replacing retiring CP Gurnani ",Neutral,Personnel Change,100.0,99.0 |
|
2023-03-11T17:10:11.000Z,BullTradeFinder,Appreciated ❤️ ,Neutral,General News | Opinion,90.0,97.0 |
|
2023-03-11T17:08:03.000Z,economics,"The Cleveland Fed’s model for forecasting near-term inflation has been more accurate at predicting price pressures during the pandemic than the alternatives, according to new research ",Neutral,Fed | Central Banks,83.0,99.0 |
|
2023-03-11T17:06:57.000Z,BullTradeFinder,"$SIVB CHIEF ADMINISTRATION OFFICER WAS THE CFO AT LEHMAN BROTHERS' GLOBAL WHEN IT COLLAPSED IN 2007. |
|
|
|
Just wait until this guy gets a third try.",Neutral,Personnel Change,99.0,74.0 |
|
2023-03-11T17:05:11.000Z,BullTradeFinder,"Let's not forget... |
|
|
|
Credit Card debt at an all time high. |
|
|
|
High Interest Rates. |
|
|
|
What can go wrong?",Neutral,Treasuries | Corporate Debt,82.0,89.0 |
|
2023-03-11T17:04:04.000Z,markets,Silicon Valley Bank CEO Greg Becker sold $3.6 million of company stock under a trading plan less than two weeks before the firm disclosed extensive losses that led to its failure ,Bearish,Company | Product News,79.0,89.0 |
|
2023-03-11T17:03:02.000Z,markets,UK Tories worry Sunak's pledge to stop small boats crossing the English Channel is a gamble too far ,Bearish,Politics,64.0,94.0 |
|
2023-03-11T17:01:19.000Z,BullTradeFinder,"Many don't realize the importance of Silicon Valley Bank to the economy & |
|
|
|
SIVB's failure can lead into a domino effect for the market and companies that were associated with the bank. |
|
|
|
Many names we use daily ",Neutral,General News | Opinion,72.0,97.0 |
|
2023-03-11T17:00:20.000Z,TheStreet,"""Very few Americans seem to realize the severity of the situation"" ",Neutral,General News | Opinion,83.0,98.0 |
|
2023-03-11T17:00:07.000Z,zerohedge,"""Free Jacob Chansley"": Musk Backs 'QAnon Shaman' After New J6 Footage Emerges ",Neutral,Politics,95.0,90.0 |
|
2023-03-11T17:00:02.000Z,BloombergTV,Bloomberg Technology hosted by @CarolineHydeTV and @EdLudlow is moving to 12 pm EST starting March 13th ,Neutral,Stock Commentary,93.0,91.0 |
|
2023-03-11T16:59:52.000Z,WSJmarkets,Silicon Valley Bank's shuttering and Friday's jobs report: Catch up on the Journal's coverage ,Neutral,Company | Product News,94.0,34.0 |
|
2023-03-11T16:51:20.000Z,RobinBrooksIIF,RT @gilliantett: It also makes sense if you think that hedge funds had big positions in two year rates which needed to be unwound in a hurr…,Neutral,General News | Opinion,98.0,53.0 |
|
2023-03-11T16:48:56.000Z,IMFNews,RT @IMFinMENA: Deputy Managing Director Okamura: Insightful tour of Nouakchott Green Belt Project with 🇲🇷 @FMEnvng and NGOs to learn more a…,Neutral,Politics,100.0,54.0 |
|
2023-03-11T16:47:57.000Z,FedGuy12,RT @Alea_: @jeuasommenulle Picture worth a thousand words ,Neutral,General News | Opinion,100.0,99.0 |
|
2023-03-11T16:46:20.000Z,BullTradeFinder,"BREAKING: Many companies have exposure to $SIVB |
|
|
|
For example: |
|
- $ROKU: $487M |
|
- BlockFi: $247M |
|
- $SMGO: $34M |
|
- $AMBA: $17M |
|
- Circle $USDC: $3.3 billion",Neutral,Stock Commentary,92.0,98.0 |
|
2023-03-11T16:46:15.000Z,BullTradeFinder,"BREAKING: Many companies have exposure to $SIVB |
|
|
|
For example: |
|
- $ROKU: $487M |
|
- BlockFi: $247M |
|
- $SMGO: $34M |
|
- $AMBA: $17M |
|
- Circle $USDC: $3.3 billion",Neutral,Stock Commentary,92.0,98.0 |
|
2023-03-11T16:45:42.000Z,economics,The problems that triggered SVB's death spiral were hiding in plain sight. Many contenders aren't declared but it beginning to feel like 2024. Here's your Saturday Briefing. ,Neutral,General News | Opinion,98.0,99.0 |
|
2023-03-11T16:43:52.000Z,BullTradeFinder,"Silicon Valley Bank just went solvent. |
|
|
|
People/Businesses money has been lost. |
|
|
|
But right before the bank collapsed, the management team sold a ton of their stock listed below: |
|
|
|
• CEO sold 11% of his stock |
|
• CFO sold 32% of his stock |
|
• CMO sold 28% of her stock |
|
|
|
Insider… ",Bearish,Company | Product News,48.0,47.0 |
|
2023-03-11T16:43:38.000Z,BullTradeFinder,"Silicon Valley Bank just went solvent. |
|
|
|
People/Businesses money has been lost. |
|
|
|
But right before the bank collapsed, the management team sold a ton of their stock listed below: |
|
|
|
• CEO sold 11% of his stock |
|
• CFO sold 3... ",Bearish,Company | Product News,48.0,35.0 |
|
2023-03-11T16:41:02.000Z,economics,Does changing our clocks help reduce electricity? Here’s what the data says ,Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-11T16:38:16.000Z,MarketCurrents,$XLB $VAW $GFI - Materials Sector Weekly Round-up: Sibanye Stillwater tops list |
|
2023-03-11T16:38:12.000Z,BullTradeFinder,"Uber has no cars owned |
|
RE Market is slow |
|
Silicon Valley Bank has no money |
|
Interest rates expected to be higher then originally planned by a full basis point. |
|
|
|
But, we aren’t in a recession.",Neutral,Fed | Central Banks,74.0,87.0 |
|
2023-03-11T16:36:48.000Z,BullTradeFinder,"Silicon Vally Bank customers can't get their money out, |
|
|
|
Wells Fargo's customers are missing money. |
|
|
|
Bitcoin is still allowing users to send and receive payments without the need for intermediaries like banks. |
|
|
|
Not looking good.",Neutral,Company | Product News,75.0,87.0 |
|
2023-03-11T16:32:34.000Z,RobinBrooksIIF,"Fixed income markets had big moves yesterday, with 2-year break-even inflation seeing the biggest drop in a very long time. That only makes sense if you think SVB is systemic and presages lots of other troubles. All the evidence so far is that SVB is highly idiosyncratic... ",Neutral,Markets,48.0,55.00000000000001 |
|
2023-03-11T16:32:07.000Z,markets,Minister to be questioned in probe over allegations that people were offered jobs in Indian Railways in exchange for land ,Neutral,Legal | Regulation,96.0,97.0 |
|
2023-03-11T16:31:00.000Z,ianbremmer,"earthquake in turkey upended 10m lives |
|
...how will those people participate in upcoming elections? |
|
|
|
@gzeromedia @dmiliband ",Neutral,General News | Opinion,93.0,97.0 |
|
2023-03-11T16:30:07.000Z,zerohedge,Military Budget For 2024 To Close In On $1 Trillion Mark ,Neutral,Macro,90.0,99.0 |
|
2023-03-11T16:21:00.000Z,BloombergTV,"""We don't earn enough to eat."" With $20 monthly salaries, public school teachers in Venezuela are leading the biggest anti-government protests in years. |
|
|
|
@inaitriago and @LuciaWeiHe explain (via @quicktake) ",Neutral,General News | Opinion,90.0,99.0 |
|
2023-03-11T16:18:03.000Z,RobinBrooksIIF,"Lots of hot takes that SVB is bearish for risk assets and emerging markets. That's not what markets price. They price a more dovish Fed, with hikes through September 2023 going from 112 bps to just 60 bps within two days. That is very bullish risk assets and emerging markets... ",Neutral,General News | Opinion,41.0,64.0 |
|
2023-03-11T16:16:07.000Z,charliebilello,"RT @charliebilello: New Video: |
|
|
|
Don't Chase the Past... |
|
|
|
",Neutral,Stock Commentary,96.0,66.0 |
|
2023-03-11T16:15:10.000Z,economics,China’s Xi Jinping cemented his hold on power while the biggest bank failure since 2008 hit the US: Dig into our biggest political stories of the week ,Neutral,Politics,90.0,44.0 |
|
2023-03-11T16:15:09.000Z,economics,Here's the latest news on Russia's invasion of Ukraine ,Neutral,General News | Opinion,98.0,97.0 |
|
2023-03-11T16:15:09.000Z,economics,Ukraine Latest: EU Denounces ‘Indiscriminate’ Missile Attacks ,Neutral,General News | Opinion,99.0,70.0 |
|
2023-03-11T16:15:09.000Z,economics,The world keeps investing in big biolabs — and there's no global consensus on how to manage them. Here's your week of Big Take ,Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-11T16:10:05.000Z,economics,Tech layoffs are bad news for MBA grads seeking jobs ,Bearish,General News | Opinion,94.0,86.0 |
|
2023-03-11T16:09:50.000Z,markets,"Silicon Valley Bank’s implosion is unlikely to spread contagion, but it is a warning to other financial institutions. Here’s your Weekend Reading ",Neutral,General News | Opinion,78.0,96.0 |
|
2023-03-11T16:07:13.000Z,markets,What’s buzzing on social media ,Neutral,General News | Opinion,100.0,98.0 |
|
2023-03-11T16:06:13.000Z,LynAldenContact,"In 1971, there were 13,612 banks in the United States with 23,336 branches. |
|
|
|
In 2021, there were just 4,237 banks with 72,405 branches. And the top ten banks hold about half of all bank assets. |
|
|
|
Consolidation towards the top. ",Neutral,General News | Opinion,96.0,63.0 |
|
2023-03-11T16:06:13.000Z,LynAldenContact,"The recent liquidity drain is adding fuel to this trend and incentivizing deposits to flow away from the small banks to the big banks. |
|
",Neutral,General News | Opinion,72.0,88.0 |
|
2023-03-11T16:05:00.000Z,BloombergTV,"AMC will hold an investor vote to convert APE shares into common shares, but if the deal goes through it could limit meme stockholders' power within the company. |
|
|
|
@BTLipschultz has more ",Neutral,Company | Product News,87.0,67.0 |
|
2023-03-11T16:04:32.000Z,markets,"Developer takes major step toward restructuring after it defaulted on an offshore payment in October, weeks after receiving state help ",Neutral,Company | Product News,86.0,98.0 |
|
2023-03-11T16:02:34.000Z,M_PaulMcNamara,RT @xtophercook: Not sure how to cite this screengrab forwarded by a former colleague in BBC news ,Neutral,General News | Opinion,91.0,89.0 |
|
2023-03-11T16:02:21.000Z,markets,The problems that triggered SVB's death spiral were hiding in plain sight. Many contenders aren't declared but it beginning to feel like 2024. Here's your Saturday Briefing. ,Neutral,General News | Opinion,98.0,99.0 |
|
2023-03-11T16:01:57.000Z,markets,Ukraine Latest: EU Denounces ‘Indiscriminate’ Missile Attacks ,Neutral,General News | Opinion,99.0,70.0 |
|
2023-03-11T16:00:16.000Z,TheStreet,Each week brings its share of bad news for the embattled bank Credit Suisse ,Bearish,Company | Product News,94.0,40.0 |
|
2023-03-11T16:00:07.000Z,zerohedge,Millions Brace For Potential 'High Impact' Nor'easter ,Bearish,General News | Opinion,68.0,92.0 |
|
2023-03-11T15:59:54.000Z,economics,"Azerbaijan started exporting natural gas to Italy, Greece and Bulgaria via the Southern Gas Corridor chain of pipelines in 2020 ",Neutral,Energy | Oil,96.0,82.0 |
|
2023-03-11T15:59:28.000Z,zerohedge,RT @pablitosmojito: @BillAckman @SVB_Financial @jpmorgan @Citi ,Neutral,General News | Opinion,99.0,96.0 |
|
2023-03-11T15:59:08.000Z,M_PaulMcNamara,"RT @nilssonhedge: @M_PaulMcNamara ""Libertarians are like house cats: absolutely convinced of their fierce independence while utterly depend…",Neutral,Politics,99.0,96.0 |
|
2023-03-11T15:59:01.000Z,jeuasommenulle,The rest is literature as we say,Neutral,General News | Opinion,100.0,95.0 |
|
2023-03-11T15:58:52.000Z,zerohedge,"RT @BillyM2k: @BillAckman @SVB_Financial @jpmorgan @Citi hey man so if you hit return two times, it makes a thing called a paragraph |
|
|
|
sepa…",Neutral,General News | Opinion,98.0,99.0 |
|
2023-03-11T15:58:41.000Z,jeuasommenulle,"You'll see zillions of hot takes about bankruptcy of SVB $SVIB but bottom line is: they were just greedy and reckless. |
|
|
|
All they had to do was buy t-bills or deposit at the Fed & |
|
|
|
But no, they wanted more & |
|
2023-03-11T15:56:32.000Z,em_credit_fund,EM> |
|
2023-03-11T15:56:28.000Z,markets,Here's the latest news on Russia's invasion of Ukraine ,Neutral,General News | Opinion,98.0,97.0 |
|
2023-03-11T15:48:51.000Z,charliebilello,"Every week I send a letter to tens of thousands of investors covering the most important charts and themes in markets. |
|
|
|
Subscribe here: |
|
",Neutral,General News | Opinion,99.0,96.0 |
|
2023-03-11T15:45:55.000Z,markets,"The fallout from SVB is reaching further into crypto, unhinging a key cog in the market that’s meant to be among the safest digital assets ",Bearish,General News | Opinion,65.0,77.0 |
|
2023-03-11T15:44:41.000Z,economics,"Silicon Valley Bank’s implosion is unlikely to spread contagion, but it is a warning to other financial institutions. Here’s your Weekend Reading ",Neutral,General News | Opinion,78.0,96.0 |
|
2023-03-11T15:43:00.000Z,ianbremmer,"value of lithium ion battery imports to the united states in 2022, by country |
|
|
|
china: $9.3b (!) |
|
|
|
s korea: $1.29b |
|
japan: $0.98b |
|
poland: $0.48b |
|
hungary: $0.38b |
|
|
|
-un contrade",Neutral,Macro,97.0,94.0 |
|
2023-03-11T15:40:09.000Z,RobinBrooksIIF,"When people talk to me about ""Fortress Russia"" or the brilliance of CBR Governor Nabiullina, I stop listening. Russia in 2022 had giant c/a surpluses, so money was literally pouring into Russia's economy. We'll see how fortress-like Russia is now that the surplus is falling... ",Neutral,Macro,97.0,45.0 |
|
2023-03-11T15:40:05.000Z,economics,Want to know where inflation is heading next? Listening to corporate earnings calls could give you all clues you need on price hikes ,Neutral,Earnings,98.0,95.0 |
|
2023-03-11T15:40:00.000Z,charliebilello,"Wheat prices hit a 20-month low this week, down 49% from their peak last year. Great to see, hopefully will continue. ",Bearish,Macro,93.0,97.0 |
|
2023-03-11T15:39:24.000Z,adam_tooze,"So US regulators watched a bank with 97% runnable deposits, that is key to Silicon Valley ecosystem, run up a $100bn one way bet on interest rates in 2021 and markets didnt react? Oh, what? You say, markets DID react! So regulators watched .. WTH!!!!! |
|
",Neutral,General News | Opinion,96.0,75.0 |
|
2023-03-11T15:37:24.000Z,Fxhedgers,ACKMAN CALLING FOR THE GOVERNMENT TO BAILOUT SVB IN THE NEXT 48 HOURS TO PREVENT A BANKING CRISIS,Neutral,Fed | Central Banks,95.0,65.0 |
|
2023-03-11T15:33:56.000Z,wallstmemes,Name a more epic job experience ,Neutral,Company | Product News,99.0,95.0 |
|
2023-03-11T15:33:28.000Z,LynAldenContact, ,Neutral,General News | Opinion,97.0,98.0 |
|
2023-03-11T15:32:26.000Z,MacroAlf,"I will be sharing my analysis of their embarassingly bad investment approach in a thread later today. |
|
|
|
Either the level of incompetence was extreme, or a gigantic amount of moral hazard was at play. |
|
|
|
I think the latter, and if I am right this is really f*cked up.",Neutral,General News | Opinion,97.0,98.0 |
|
2023-03-11T15:32:14.000Z,adam_tooze,"RT @youngonesfan: #TheYoungOnes nailed it back then |
|
#BBCBias ",Neutral,General News | Opinion,99.0,70.0 |
|
2023-03-11T15:31:06.000Z,zerohedge,Hard Landing Or Harder One? The Fed May Soon Need To Choose ,Neutral,Fed | Central Banks,98.0,97.0 |
|
2023-03-11T15:30:15.000Z,adam_tooze,"RT @MorganRicks1: Legally, FDIC can't use public money to protect uninsured deposits - this would violate its least-cost resolution obligat…",Neutral,General News | Opinion,98.0,56.00000000000001 |
|
2023-03-11T15:29:16.000Z,WSJmarkets,Silicon Valley Bank grew too fast using borrowed money—and the risks were lurking in plain sight ,Neutral,Treasuries | Corporate Debt,57.99999999999999,72.0 |
|
2023-03-11T15:20:59.000Z,FT,Cheap deposits have become a painful pandemic hangover for US banks ,Bearish,General News | Opinion,78.0,98.0 |
|
2023-03-11T15:20:23.000Z,adam_tooze,RT @Fehlermaker: @adam_tooze Chris Clark and 1848 reminds me of his fantastic singing voice. Here he is at an LRB event. The song is around…,Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-11T15:20:00.000Z,charliebilello,"Not all crashes in markets are bad. This is a good crash that hopefully continues. Fertilizer prices are down 59% from their peak last year, at their lowest levels since January 2021. Great news given their high correlation to food prices, should see lower food inflation ahead. ",Bearish,Macro,55.00000000000001,79.0 |
|
2023-03-11T15:17:32.000Z,BloombergTV,"RT @BloombergLive: At #BBGWealthAsia, we’ll gather the region’s leading investors, economists and money managers to bring actionable insigh…",Neutral,General News | Opinion,100.0,96.0 |
|
2023-03-11T15:16:00.000Z,BloombergTV,"JPMorgan CEO Jamie Dimon says the company does believe that AI is real and that it “is a technology which is staggering,” on the heels of restricting staff from using ChatGPT ",Neutral,Company | Product News,92.0,98.0 |
|
2023-03-11T15:15:00.000Z,BloombergTV,"“It’s something anyone can do.” |
|
|
|
@Bellingcat founder @EliotHiggins talks to @FryRsquared about how online investigative techniques like geolocation have been used to uncover crimes, such as the shooting down of MH17 ",Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-11T15:14:32.000Z,michaelxpettis,"3/3 |
|
To get a sense of just how large this is, in the first two months of the year, TSF grew by 2.6% (17% annualized), for an amount equal to just over 45% of the period's GDP, driving TSF as a percentage of 2022's GDP from 288% to 294%.",Bullish,Macro,96.0,95.0 |
|
2023-03-11T15:14:31.000Z,michaelxpettis,"2/3 |
|
This follows the second largest January increase ever. The net increase in TSF during the first two months of 2023 was a whopping RMB 9.14 trillion, the biggest two-month increase ever. This was 24% and 32% higher than the January-February totals in 2022 and 2021.",Bullish,Macro,100.0,85.0 |
|
2023-03-11T15:14:30.000Z,michaelxpettis,"1/3 |
|
Credit creation has started 2023 with a bang. The net increase in February's total social financing (the broadest measure of Chinese debt) was RMB 3.16 trillion in February, representing the largest February increase ever. |
|
|
|
",Bullish,Treasuries | Corporate Debt,60.0,87.0 |
|
2023-03-11T15:14:01.000Z,FT,UK tech industry urges Downing Street to step in over Silicon Valley Bank collapse ,Neutral,General News | Opinion,54.0,98.0 |
|
2023-03-11T15:12:14.000Z,ftfinancenews,UK tech industry urges Downing Street to step in over Silicon Valley Bank collapse ,Neutral,General News | Opinion,54.0,98.0 |
|
2023-03-11T15:10:44.000Z,Fxhedgers,SVB CHIEF ADMINISTRATION OFFICER WAS THE CFO AT LEHMAN BROTHERS' GLOBAL WHEN IT COLLAPSED IN 2007 bad luck,Neutral,Personnel Change,90.0,80.0 |
|
2023-03-11T15:10:22.000Z,MacroAlf,"Spent hours going through SVB's financial statements and changed my mind on the topic. |
|
|
|
These guys weren't bad at risk management. |
|
They were outright horrific. |
|
|
|
They literally gambled billions away. |
|
|
|
You should not reward this level of moral hazard with a bailout.",Neutral,General News | Opinion,97.0,98.0 |
|
2023-03-11T15:10:00.000Z,ianbremmer,"on the 3 year covid anniversary.. |
|
# of people who’ve received at least one vaccine dose: 5.5 billion (72% of world population) |
|
|
|
@gzeromedia ",Neutral,Company | Product News,94.0,83.0 |
|
2023-03-11T15:09:01.000Z,WSJmarkets,Heard on the Street: Regeneron looks set to convert a large portion of its patients taking its leading blockbuster to a higher-dosage version of the same drug ,Bullish,Company | Product News,53.0,100.0 |
|
2023-03-11T15:08:05.000Z,economics,"One of the world's most indebted countries will tell us if central banks went too far, or not far enough ",Neutral,Fed | Central Banks,99.0,99.0 |
|
2023-03-11T15:06:21.000Z,IMFNews,"RT @IMFinMENA: DMD Okamura: Inspiring to engage with students, academics, the private sector & |
|
2023-03-11T15:05:08.000Z,zerohedge,USDC 'Stablecoin' Breaks Peg As Circle Admits Billions Stuck With SVB ,Neutral,Currencies,59.0,90.0 |
|
2023-03-11T15:04:41.000Z,bauhiniacapital,the following tweets in his thread explain the phenomenon.,Neutral,General News | Opinion,98.0,97.0 |
|
2023-03-11T15:02:00.000Z,zerohedge,RT @Mayhem4Markets: Holy shit. 🤣,Neutral,General News | Opinion,99.0,83.0 |
|
2023-03-11T15:01:05.000Z,ftfinancenews,Cheap deposits have become a painful pandemic hangover for US banks ,Bearish,General News | Opinion,78.0,98.0 |
|
2023-03-11T15:00:25.000Z,TheStreet,"""There's a lot of work going on this space"" ",Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-11T15:00:15.000Z,economics,"It’s time to change our clocks, again. |
|
|
|
These maps reveal why making daylight saving time permanent is more controversial than it seems ",Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-11T15:00:01.000Z,charliebilello,"Global Container Freight Rates (40' Containers)... |
|
Jan 17, 2020: $1,581 (pre-covid rate) |
|
Sep 10, 2021: $11,109 (peak rate) |
|
Mar 10, 2022: $1,568 (-86% from peak) |
|
Simply incredible. ",Neutral,Macro,50.0,98.0 |
|
2023-03-11T14:59:04.000Z,zerohedge,so you weren't short SIVB? ,Neutral,General News | Opinion,100.0,97.0 |
|
2023-03-11T14:58:56.000Z,economics,"While US-China trade remains robust, political forces across America attempting to restrict economic relations are spreading ",Neutral,Macro,50.0,99.0 |
|
2023-03-11T14:56:34.000Z,FedGuy12,"SVB was just a badly run bank that went bust. Happens all the time. |
|
|
|
What's special about SVB is that many influential people banked with them, and are now lobbying for special treatment. |
|
|
|
Let's hope our system is fair.",Neutral,General News | Opinion,98.0,66.0 |
|
2023-03-11T14:47:32.000Z,M_PaulMcNamara,"RT @Ersquare: EM bank investooors, our day has come! 😤 ",Neutral,General News | Opinion,99.0,85.0 |
|
2023-03-11T14:45:56.000Z,M_PaulMcNamara,"RT @DeonGouws_Credo: Bournemouth would’ve beaten Man Utd 8-0 if they’d played today |
|
|
|
#maths",Neutral,General News | Opinion,93.0,60.0 |
|
2023-03-11T14:45:33.000Z,jeannasmialek,@rbrtrmstrng (Report ranked the 100 largest US banks by balance-sheet characteristics),Neutral,Company | Product News,98.0,64.0 |
|
2023-03-11T14:45:18.000Z,ftfinancenews,The $42bn bank run that sunk Silicon Valley Bank ,Neutral,Company | Product News,99.0,37.0 |
|
2023-03-11T14:45:18.000Z,FTMarkets,The $42bn bank run that sunk Silicon Valley Bank ,Neutral,Company | Product News,99.0,37.0 |
|
2023-03-11T14:44:18.000Z,jeannasmialek,"Interesting nugget: Per an RBC Capital Markets report, ""SVB was 99th in the proportion of its deposits that were under $250,000, at less than 3 per cent."" |
|
|
|
Relevant because uninsured deposits are flightier. via @rbrtrmstrng |
|
",Neutral,General News | Opinion,94.0,90.0 |
|
2023-03-11T14:43:41.000Z,economics,"A survey shows 70% of the French are against the pension overhaul, up 3 points from a week earlier ",Neutral,Macro,57.99999999999999,83.0 |
|
2023-03-11T14:43:41.000Z,economics,The World Bank needs to leverage its current balance sheet and maximize existing resources ,Neutral,Treasuries | Corporate Debt,98.0,41.0 |
|
2023-03-11T14:43:41.000Z,economics,The Public Protector submitted its preliminary findings and gave the implicated parties 10 days to respond ,Neutral,General News | Opinion,99.0,83.0 |
|
2023-03-11T14:40:41.000Z,M_PaulMcNamara,"RT @ddayen: Funny story about #2, Mark. The regulators were watching until 2018, when SVB and other banks lobbied to send the regulators ho…",Neutral,General News | Opinion,99.0,80.0 |
|
2023-03-11T14:40:02.000Z,economics,America’s $52 billion plan to make chips at home faces a labor shortage (via @sdonnan) ,Neutral,Company | Product News,56.99999999999999,95.0 |
|
2023-03-11T14:40:00.000Z,charliebilello,"S& |
|
2023-03-11T14:39:43.000Z,M_PaulMcNamara,"RT @davidgerard: I'll believe it's temporary when it opens again |
|
|
|
in the meantime, USDC redemption has been stopped by one of its issuers.",Neutral,Treasuries | Corporate Debt,83.0,48.0 |
|
2023-03-11T14:36:04.000Z,M_PaulMcNamara,"RT @SamRo: From this morning's notes: |
|
|
|
""...something always breaks hard during or after a Fed hiking cycle..."" - DB's Reid |
|
|
|
""...Fed tighten…",Neutral,Fed | Central Banks,79.0,50.0 |
|
2023-03-11T14:33:00.000Z,EricBalchunas,Morning jog views: Ben Franklin! ,Neutral,General News | Opinion,99.0,96.0 |
|
2023-03-11T14:30:03.000Z,IMFNews,A recent book examines US monetary and fiscal history over the past several decades. Read the F& |
|
2023-03-11T14:30:00.000Z,ianbremmer,"data point: mexico's 2022 trade with texas was 5x its trade with all of latin america |
|
|
|
@gzeromedia ",Neutral,Macro,96.0,97.0 |
|
2023-03-11T14:26:00.000Z,economics,"In this episode of Zero, @akshatrathi takes on the age-old question of startups: who should be the CEO? |
|
|
|
Katie Rae, who funds climate tech startups, has a unique perspective. |
|
|
|
Listen to the full interview and subscribe wherever you get your podcasts: ",Neutral,General News | Opinion,100.0,99.0 |
|
2023-03-11T14:22:15.000Z,FT,BBC faces mounting crisis over Gary Lineker suspension as stars walk out ,Bearish,Company | Product News,96.0,46.0 |
|
2023-03-11T14:21:00.000Z,ianbremmer,"what is true: ukraine can lose this war |
|
what is also true: russia can’t win |
|
|
|
russia’s decoupling from the west will not be undone. |
|
",Neutral,General News | Opinion,76.0,96.0 |
|
2023-03-11T14:20:08.000Z,zerohedge,Windfall Tax Leads To Job Losses At UK's Largest Oil & |
|
2023-03-11T14:20:00.000Z,charliebilello,"The Interest Expense on US Public Debt rose to $787 billion over the past year, a record high. If it continues to increase at the current pace it will soon be the largest line item in the Federal budget, surpassing Social Security. ",Neutral,Treasuries | Corporate Debt,55.00000000000001,93.0 |
|
2023-03-11T14:16:36.000Z,bauhiniacapital,"To be clear, this is almost certainly not now/today. Cherry blossom season in Kyoto won't start for another 8-10 days and what you see there is probably at least 10 days after the start of cherry blossom season.",Neutral,General News | Opinion,90.0,88.0 |
|
2023-03-11T14:16:03.000Z,M_PaulMcNamara,"RT @dsquareddigest: oh get stuffed. Money talks and bullshit walks. If you want SVB to be ""purchased and appropriately capitalised"" then ge…",Neutral,General News | Opinion,98.0,90.0 |
|
2023-03-11T14:15:17.000Z,M_PaulMcNamara,Salah’s penalty just landed in France,Neutral,Legal | Regulation,67.0,53.0 |
|
2023-03-11T14:09:01.000Z,FT,Aukus: the industrial challenges of delivering a new defence pact ,Neutral,General News | Opinion,74.0,60.0 |
|
2023-03-11T14:08:04.000Z,AvidCommentator,"RT @SamanthaLaDuc: The question on every bank CEOs mind now: |
|
“How exactly do we manage interest rate risks to avoid real losses + a bank ru…",Neutral,Fed | Central Banks,98.0,68.0 |
|
2023-03-11T14:07:04.000Z,economics,"More Americans receiving government food assistance said they lost their homes last month, according to a new survey by software firm Propel, just as an emergency benefit expires for tens of millions of people ",Neutral,General News | Opinion,83.0,97.0 |
|
2023-03-11T14:05:03.000Z,michaelxpettis,"A return to pragmatism ""would mean breaking policymaking taboos and the grip of vested economic interests"". |
|
|
|
Good piece by Yuan Yang. |
|
|
|
",Neutral,Politics,98.0,67.0 |
|
2023-03-11T14:01:02.000Z,JosephPolitano,"My Dad's favorite joke is especially relevant today: |
|
|
|
""I've never changed banks once, but the banks have changed on me a dozen times!"" |
|
|
|
If I remember, he opened an account at First Fidelity which was bought by First Union which merged with Wachovia which got bought by Wells Fargo",Neutral,General News | Opinion,97.0,95.0 |
|
2023-03-11T14:00:15.000Z,TheStreet,This will make it easier for people flying on Virgin Atlantic to travel internationally ,Neutral,Company | Product News,95.0,66.0 |
|
2023-03-11T14:00:02.000Z,markets,"When speaking of Jerome Powell and the Fed, @LHSummers says “I think he did exactly what was necessary in terms of opening the door.” |
|
|
|
He expresses his thoughts of the Fed Chair making the correct move on “Wall Street Week” airing Fridays at 6pm ET ",Neutral,Fed | Central Banks,99.0,99.0 |
|
2023-03-11T14:00:01.000Z,charliebilello,"The US Budget Deficit continues to widen, hitting an 11-month high of $1.6 trillion in February (YoY change). ",Bullish,Macro,75.0,99.0 |
|
2023-03-11T14:00:00.000Z,economics,"When speaking of Jerome Powell and the Fed, @LHSummers says “I think he did exactly what was necessary in terms of opening the door.” |
|
|
|
He expresses his thoughts of the Fed Chair making the correct move on “Wall Street Week” airing Fridays at 6pm ET ",Neutral,Fed | Central Banks,99.0,99.0 |
|
2023-03-11T14:00:00.000Z,BloombergTV,"When speaking of Jerome Powell and the Fed, @LHSummers says “I think he did exactly what was necessary in terms of opening the door.” |
|
|
|
He expresses his thoughts of the Fed Chair making the correct move on “Wall Street Week” airing Fridays at 6pm ET ",Neutral,Fed | Central Banks,99.0,99.0 |
|
2023-03-11T13:57:34.000Z,adam_tooze,You are the sense maker … trading as an existential calling. ,Neutral,General News | Opinion,100.0,56.00000000000001 |
|
2023-03-11T13:52:48.000Z,adam_tooze,RT @zeithistoriker: Huh ,Neutral,General News | Opinion,99.0,90.0 |
|
2023-03-11T13:45:09.000Z,zerohedge,Women In Berlin Allowed To Go Topless At Public Pools ,Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-11T13:44:21.000Z,FT,Crypto group Circle admits $3.3bn exposure to failed Silicon Valley Bank ,Neutral,Company | Product News,83.0,90.0 |
|
2023-03-11T13:42:13.000Z,ftfinancenews,Crypto group Circle admits $3.3bn exposure to failed Silicon Valley Bank ,Neutral,Company | Product News,83.0,90.0 |
|
2023-03-11T13:42:13.000Z,FTMarkets,Crypto group Circle admits $3.3bn exposure to failed Silicon Valley Bank ,Neutral,Company | Product News,83.0,90.0 |
|
2023-03-11T13:40:24.000Z,bauhiniacapital,"""A flotilla of flower petals along the Philosopher's Path*, or more correctly, a cherry blossom runway**"" |
|
|
|
*Philosopher's Path (哲学の道) is a path by a stream in Higashiyama (northeast Kyoto btwn Nanzenji and Ginkakuji) |
|
|
|
**Hanamichi (花道) is a great pun here (see next tweet) ",Neutral,General News | Opinion,97.0,99.0 |
|
2023-03-11T13:40:24.000Z,bauhiniacapital,"a hanamichi ('flower street') is |
|
|
|
1. a runway/catwalk for presentation purposes (like in a fashion show) |
|
|
|
2. a flower arrangement in ikebana (Japanese flower arrangement)",Neutral,General News | Opinion,99.0,94.0 |
|
2023-03-11T13:40:05.000Z,economics,"It’s no secret that the labor market is strong right now, with US unemployment currently hovering at a five-decade low. But the latest Fed Beige Book survey hints at just how tight things might be in certain areas ",Neutral,Macro,60.0,84.0 |
|
2023-03-11T13:39:00.000Z,adam_tooze,"So ... America had a big bank at the heart of a crucial high-vis sector, that had 97% runnable, uninsured deposits that by end 2021 built a giant one-way, unhedged bet on interest rates staying at 0 and NO-ONE sounded the alarm! Chartbook Newsletter #200 |
|
",Neutral,General News | Opinion,89.0,95.0 |
|
2023-03-11T13:37:12.000Z,TheTranscript_,"$META CFO this week speaking about capex and capex intensity: |
|
|
|
""As we think about capital intensity, which for us, we, so far, have really thought about CapEx as a percentage of revenue. We expect to bring that down over time"" ",Neutral,Company | Product News,82.0,92.0 |
|
2023-03-11T13:30:45.000Z,RaoulGMI,"This is the BIG issue... there is zero marginal cost to move to JPM. Might take a couple of weeks for it to show up. If the Fed don't solve THIS issue (not just SIVB), its going to be a much bigger deal than people realise. It's not about SIVB. ",Neutral,Fed | Central Banks,93.0,53.0 |
|
2023-03-11T13:30:00.000Z,economics,"When speaking of Silicon Valley Bank, Former US Treasury Secretary @LHSummers says: |
|
|
|
""What is absolutely imperative is that, however this gets resolved, depositors be paid back and paid back in full.” |
|
|
|
Tune into “Wall Street Week” airing Fridays at 6pm ET ",Neutral,Fed | Central Banks,98.0,97.0 |
|
2023-03-11T13:30:00.000Z,BloombergTV,"When speaking of Silicon Valley Bank, Former US Treasury Secretary @LHSummers says: |
|
|
|
""What is absolutely imperative is that, however this gets resolved, depositors be paid back and paid back in full.” |
|
|
|
Tune into “Wall Street Week” airing Fridays at 6pm ET ",Neutral,Fed | Central Banks,98.0,97.0 |
|
2023-03-11T13:30:00.000Z,markets,"When speaking of Silicon Valley Bank, Former US Treasury Secretary @LHSummers says: |
|
|
|
""What is absolutely imperative is that, however this gets resolved, depositors be paid back and paid back in full.” |
|
|
|
Tune into “Wall Street Week” airing Fridays at 6pm ET ",Neutral,Fed | Central Banks,98.0,97.0 |
|
2023-03-11T13:27:27.000Z,economics,Here are the latest developments in the global economy ,Neutral,Macro,95.0,52.0 |
|
2023-03-11T13:25:10.000Z,stlouisfed,JOLTS data show elevated layoff levels for the tech-heavy Information industry. The FRED Blog graphs the latest numbers and trend to look more closely at this development ,Neutral,Macro,94.0,48.0 |
|
2023-03-11T13:24:33.000Z,bauhiniacapital,"h/t: @ewankirk |
|
|
|
",Neutral,General News | Opinion,98.0,65.0 |
|
2023-03-11T13:23:15.000Z,MollySmithNews,RT @ZSchneeweiss: What happened to the global economy this week — in charts via @MollySmithNews ,Neutral,Macro,69.0,83.0 |
|
2023-03-11T13:19:29.000Z,FT,Investors expect smaller rate rise amid cooling wages and market fears ,Bullish,Fed | Central Banks,41.0,94.0 |
|
2023-03-11T13:16:25.000Z,TheTranscript_,"FDIC Report: ""Unrealized losses on securities totaled $689.9 billion in the third quarter, up from $469.7 billion in the second quarter, reflecting increased market interest rates. Unrealized losses on held-to-maturity securities totaled $368.5 billion in the third quarter, up… ",Bullish,Fed | Central Banks,63.0,24.0 |
|
2023-03-11T13:15:21.000Z,AvidCommentator,"I would say the current moderation in Aussie housing price falls is down to the following: |
|
|
|
- Positive seasonality |
|
|
|
- Utter collapse in new listing volumes |
|
|
|
- More affluent less rate impacted areas performing well. This is evident in Corelogics data when broken down by quintile. ",Bearish,Macro,59.0,99.0 |
|
2023-03-11T13:10:08.000Z,zerohedge,"Saudis Want ""Civilian Nuclear Program"" In Exchange For Normalization With Israel ",Neutral,General News | Opinion,100.0,75.0 |
|
2023-03-11T13:05:13.000Z,economics,"This is what purchasing managers are saying about the economic outlook around the world, be it good or bad ",Neutral,General News | Opinion,92.0,75.0 |
|
2023-03-11T13:05:00.000Z,JosephPolitano,Trying to IPO while your bank is failing? Bro you're worried about the wrong liquidity event,Neutral,IPO,86.0,67.0 |
|
2023-03-11T13:02:48.000Z,chigrl,"#Offshore workers to strike at #UK continental shelf, says Unite |
|
|
|
Workers have voted to strike at dozens of platforms on the UK continental shelf including those of BP, Shell, Apache, and Harbour |
|
",Neutral,Company | Product News,85.0,91.0 |
|
2023-03-11T13:00:15.000Z,TheStreet,It's not just Apple's products that set it apart from its tech peers ,Neutral,Company | Product News,89.0,94.0 |
|
2023-03-11T13:00:02.000Z,BloombergTV,"“We've got to be prepared to keep doing what's necessary to contain inflation.” |
|
|
|
Former US Treasury Secretary @LHSummers weighs in on February's jobs report and the Fed as he speaks with @DavidWestin. Tune into “Wall Street Week” airing Fridays at 6pm ET ",Neutral,Fed | Central Banks,98.0,98.0 |
|
2023-03-11T13:00:01.000Z,markets,"“We've got to be prepared to keep doing what's necessary to contain inflation.” |
|
|
|
Former US Treasury Secretary @LHSummers weighs in on February's jobs report and the Fed as he speaks with @DavidWestin. Tune into “Wall Street Week” airing Fridays at 6pm ET ",Neutral,Fed | Central Banks,98.0,98.0 |
|
2023-03-11T13:00:00.000Z,economics,"“We've got to be prepared to keep doing what's necessary to contain inflation.” |
|
|
|
Former US Treasury Secretary @LHSummers weighs in on February's jobs report and the Fed as he speaks with @DavidWestin. Tune into “Wall Street Week” airing Fridays at 6pm ET ",Neutral,Fed | Central Banks,98.0,98.0 |
|
2023-03-11T12:43:18.000Z,FT,Is the UK housing market cooling? ,Neutral,Macro,96.0,85.0 |
|
2023-03-11T12:43:05.000Z,economics,"US businesses with less than 20 employees have eliminated 594,000 jobs since December 2021, suggesting growing financial pressure as the Fed hikes interest rates ",Bearish,Macro,90.0,99.0 |
|
2023-03-11T12:39:28.000Z,M_PaulMcNamara, ,Neutral,General News | Opinion,97.0,98.0 |
|
2023-03-11T12:35:08.000Z,zerohedge,"Russia's Wagner Goes On Recruiting Blitz, Opening Centers In 42 Cities ",Neutral,Company | Product News,93.0,98.0 |
|
2023-03-11T12:30:21.000Z,M_PaulMcNamara,RT @paulasherriff: Oh ,Neutral,General News | Opinion,99.0,76.0 |
|
2023-03-11T12:30:18.000Z,ftfinancenews,"With the collapse of Silicon Valley Bank, tech may lose a vital organ ",Bearish,General News | Opinion,88.0,96.0 |
|
2023-03-11T12:21:11.000Z,M_PaulMcNamara,👇 ,Neutral,General News | Opinion,98.0,99.0 |
|
2023-03-11T12:15:37.000Z,adam_tooze,"For the last 12 months we've been asking, what will bend and what will break as the Fed hikes. |
|
With SVB's failure we have now have an answer. |
|
Chartbook Newsletter #200 on the venture capital bank failure precipitated by huge bond losses. |
|
",Neutral,General News | Opinion,74.0,84.0 |
|
2023-03-11T12:09:06.000Z,economics,A noticeably higher proportion of women than men would like to work but don’t have a job ,Neutral,General News | Opinion,97.0,87.0 |
|
2023-03-11T12:08:59.000Z,M_PaulMcNamara,Basically Buffalo Bill from Silence of the Lambs ,Neutral,General News | Opinion,100.0,59.0 |
|
2023-03-11T12:05:08.000Z,chigrl,Weekly US O& |
|
2023-03-11T12:02:18.000Z,TheTranscript_,$COIN ,Neutral,Stock Commentary,96.0,99.0 |
|
2023-03-11T12:01:34.000Z,adam_tooze,Exports of Italian wine to Russia surged in 2022! ,Bullish,Macro,89.0,99.0 |
|
2023-03-11T12:01:02.000Z,ftfinancenews,Is the UK housing market cooling? ,Neutral,Macro,96.0,85.0 |
|
2023-03-11T12:00:19.000Z,adam_tooze,"RT @policytensor: I had to see with my own eyes. In terms of value-added at market rates, China ($4.9tn) is now as big a mfg power as US ($…",Neutral,General News | Opinion,82.0,57.99999999999999 |
|
2023-03-11T12:00:14.000Z,TheStreet,"""Something should be done"" ",Neutral,General News | Opinion,95.0,99.0 |
|
2023-03-11T12:00:09.000Z,zerohedge,New WHO Amendments Creating A Global Regime In The Name Of Health ,Neutral,Politics,99.0,48.0 |
|
2023-03-11T11:59:24.000Z,acrossthespread,"I’m excited & |
|
|
|
A unique perspective & |
|
2023-03-11T11:56:13.000Z,TheTranscript_,"This week's events will make for an interesting Q1 23 earnings season next month & |
|
|
|
Friday, 14th April: |
|
—JPMorgan |
|
—PNC |
|
—Citigroup |
|
—BofA |
|
—BlackRock |
|
|
|
Tuesday, 18th April: |
|
—Goldman Sachs |
|
—Morgan Stanley |
|
—Bank of New York Melon… ",Neutral,Earnings,99.0,99.0 |
|
2023-03-11T11:53:18.000Z,adam_tooze,RT @CJFDillow: 100% this. The BBC does a lot of great work let down by its news & |
|
2023-03-11T11:51:58.000Z,JosephPolitano,Update: FDIC gets an A+ for API functionality and a D- in variable names,Neutral,Company | Product News,94.0,99.0 |
|
2023-03-11T11:51:08.000Z,adam_tooze,RT @ElisabethLindbg: So a Swedish pension fund is the fourth largest investor in the failed Silicon Valley Bank. @adam_tooze has written se…,Neutral,General News | Opinion,98.0,84.0 |
|
2023-03-11T11:51:01.000Z,adam_tooze,March 6th!!!!!! ,Neutral,General News | Opinion,90.0,80.0 |
|
2023-03-11T11:49:28.000Z,adam_tooze,RT @Aiannucci: Has the @bbc actually analysed @GaryLineker’s tweet? Because it is factually accurate. A lot of the tropes used now by Govt…,Neutral,General News | Opinion,100.0,94.0 |
|
2023-03-11T11:47:17.000Z,adam_tooze,RT @Jakdaw09: @adam_tooze Excellent insights into Silicon Valley Bank crash (biggest banking failure since Washington Mutual in 2008) and i…,Neutral,General News | Opinion,54.0,54.0 |
|
2023-03-11T11:47:06.000Z,adam_tooze,RT @cguyver: @adam_tooze I hope so! ,Neutral,General News | Opinion,93.0,97.0 |
|
2023-03-11T11:42:16.000Z,jeuasommenulle,"The competition for worse take on SVB bankruptcy will be a very tough one but this submission will be hard to beat. |
|
|
|
Although the ""it's climate change who did it"" is also a strong contender. |
|
|
|
(It's actually quite simple: SVB was too greedy to have half a brain) ",Neutral,General News | Opinion,56.99999999999999,98.0 |
|
2023-03-11T11:39:05.000Z,economics,America’s $52 billion plan to make chips at home faces a labor shortage ,Neutral,Company | Product News,61.0,82.0 |
|
2023-03-11T11:33:00.000Z,adam_tooze,"The causes of SBV failure are both idiosyncratic |
|
HUGE uninsured runnable deposits |
|
NO hedges |
|
SILLY rush to safey in 2021. |
|
But also predictable consequence of huge Fed hike. |
|
How was this not picked up sooner? This was #16 bank. Core for Silicon Valley! |
|
",Neutral,General News | Opinion,94.0,88.0 |
|
2023-03-11T11:32:14.000Z,ElisaMartinuzzi,"And a ticktock of the days leading up to #SiliconValleyBank's demise, by @DEER_ECHO_ |
|
",Neutral,General News | Opinion,77.0,98.0 |
|
2023-03-11T11:29:53.000Z,ElisaMartinuzzi,"How we got here and where similar risks to #SiliconValleyBank may lie: |
|
",Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-11T11:27:49.000Z,ElisaMartinuzzi,"Here are a few pieces to catch up on #SiliconValleyBank, the largest US bank failure since the global financial crisis of 2008 crisis, leaving billions stranded ",Neutral,General News | Opinion,88.0,96.0 |
|
2023-03-11T11:26:15.000Z,M_PaulMcNamara,That’s not even a little bit ironic. ,Neutral,General News | Opinion,97.0,80.0 |
|
2023-03-11T11:26:15.000Z,WSJmarkets,Silicon Valley Bank’s U.K. subsidiary was placed in insolvency procedure following the collapse of its parent in the U.S. ,Bearish,Treasuries | Corporate Debt,63.0,75.0 |
|
2023-03-11T11:24:21.000Z,adam_tooze,RT @APHClarkson: The best description of Wagner in conceptual terms is a parastatal organisation with ambitions to become as much a fundame…,Neutral,General News | Opinion,100.0,97.0 |
|
2023-03-11T11:23:36.000Z,TheTranscript_,$ETSY is impacted by the $SIVB failure: ,Bearish,Stock Commentary,82.0,100.0 |
|
2023-03-11T11:23:15.000Z,M_PaulMcNamara,RT @coldwarsteve: ,Neutral,General News | Opinion,100.0,88.0 |
|
2023-03-11T11:20:32.000Z,adam_tooze,"RT @Savills: At a nationwide level, 2022 is a tale of two halves, with record levels of warehouse take-up in the first half of the year and…",Neutral,General News | Opinion,90.0,57.99999999999999 |
|
2023-03-11T11:19:35.000Z,adam_tooze,Is Chris Clarks impending 1848 book unleashing a revival of interest in the repressed revolution? ,Neutral,Politics,100.0,97.0 |
|
2023-03-11T11:18:33.000Z,adam_tooze,"RT @JWMason1: In December alone, nearly 1.5 million people were laid off or fired. Their incomes also disappeared. Not sure when that cease…",Neutral,General News | Opinion,96.0,96.0 |
|
2023-03-11T11:17:26.000Z,adam_tooze,RT @MwangoCapital: Kenyan forex reserves are down to USD 6.57B |
|
2023-03-11T11:17:19.000Z,adam_tooze,"RT @pgreenfielduk: NEW: The world’s leading carbon credit certifier – used by Disney, Shell, Gucci and other big corporations for climate c…",Neutral,General News | Opinion,99.0,73.0 |
|
2023-03-11T11:15:22.000Z,adam_tooze,Berlin is simply putting off announcing its National Security strategy because the coalition cant agree. ,Neutral,Politics,99.0,75.0 |
|
2023-03-11T11:13:52.000Z,adam_tooze,RT @SMTuffy: Crypto firms begging for a federal bailout is hands down the funniest part of the SVB affair,Neutral,General News | Opinion,95.0,99.0 |
|
2023-03-11T11:12:55.000Z,adam_tooze,"OH DAMN! SVB was into solar. For some other takes check out the latest Chartbook Newsletter |
|
",Neutral,General News | Opinion,98.0,55.00000000000001 |
|
2023-03-11T11:11:59.000Z,adam_tooze,"RT @70sBachchan: oh we are at the oops oops oops stage of MCM' |
|
",Neutral,General News | Opinion,94.0,36.0 |
|
2023-03-11T11:09:25.000Z,adam_tooze,"RT @70sBachchan: 21/ “My country only emits 1% of emissions, what we do makes no difference"". |
|
|
|
A single piece of analysis can change your m…",Neutral,General News | Opinion,99.0,91.0 |
|
2023-03-11T11:08:30.000Z,adam_tooze,Love that this paper is getting the attention it deserves |
|
2023-03-11T11:08:08.000Z,adam_tooze,RT @LionHirth: Data source: ,Neutral,Stock Commentary,100.0,64.0 |
|
2023-03-11T11:06:56.000Z,adam_tooze,"RT @neurosocialself: ‘I have no knowledge of myself as I am, but merely as I appear to myself.’ |
|
|
|
Immanuel Kant |
|
Critique of Pure Reason, 178…",Neutral,General News | Opinion,100.0,92.0 |
|
2023-03-11T11:06:42.000Z,adam_tooze,"RT @alexandrascaggs: seeing the phrase ""promo code BANKRUN"" may have irreversibly altered my neural pathways",Neutral,General News | Opinion,97.0,99.0 |
|
2023-03-11T11:06:05.000Z,economics,Bank executives have been vocal in calling workers back to the office. But many financial firms are quietly giving their employees flexibility to work from home ,Neutral,General News | Opinion,95.0,98.0 |
|
2023-03-11T11:03:09.000Z,adam_tooze,"RT @DamCou: For anyone curious, this is a nice, clear explanation of the SVB crisis. ",Neutral,General News | Opinion,93.0,99.0 |
|
2023-03-11T11:02:12.000Z,FTMarkets,Oil industry struts Texas stage with its old swagger at energy jamboree ,Neutral,Energy | Oil,96.0,97.0 |
|
2023-03-11T11:00:15.000Z,TheStreet,This industry is also is feeling squeezed ,Bearish,General News | Opinion,85.0,87.0 |
|
2023-03-11T10:54:55.000Z,economics,The central bank wants to cut borrowing costs and aims to bring consumer loan rates closer to the benchmark policy rate ,Neutral,Fed | Central Banks,98.0,99.0 |
|
2023-03-11T10:54:54.000Z,economics,"High-tech shipments from the EU to countries such as Turkey, the UAE and Kazakhstan have soared ",Bullish,Macro,95.0,98.0 |
|
2023-03-11T10:54:54.000Z,economics,Here's the latest news on Russia's invasion of Ukraine ,Neutral,General News | Opinion,98.0,97.0 |
|
2023-03-11T10:42:03.000Z,economics,"The agreement reached between the EU and the UK on post-Brexit trade in Northern Ireland, known as the ‘Windsor Framework,’ is a “really good deal overall,” according to Ireland’s finance minister ",Neutral,Macro,99.0,93.0 |
|
2023-03-11T10:38:16.000Z,WSJCentralBanks,"The expected resumption of student-loan payments this year is set to add pressure on borrowers in their 20s and 30s, who are already falling behind on debt ",Bearish,Macro,54.0,94.0 |
|
2023-03-11T10:32:52.000Z,adam_tooze,"RT @stirz: @adam_tooze @TheBishF1 Come on, Adam. |
|
|
|
Show some love for the Tyrell T-34 with its 6 wheels, would ya? ",Neutral,General News | Opinion,99.0,97.0 |
|
2023-03-11T10:30:39.000Z,adam_tooze,"RT @JamesHarrisNow: 'First we need to ask - What does it mean when the referee ""looks at the screen""? Is he referring to an ideology, an au…",Neutral,General News | Opinion,100.0,98.0 |
|
2023-03-11T10:28:57.000Z,adam_tooze,What a car ... total disregard for convention ... what a great account @TheBishF1 is! ,Neutral,General News | Opinion,99.0,79.0 |
|
2023-03-11T10:26:50.000Z,adam_tooze,RT @t0nyyates: Superb ,Neutral,General News | Opinion,100.0,87.0 |
|
2023-03-11T10:25:02.000Z,adam_tooze,"RT @InvestBridge: @adam_tooze So, at the end of a 40 yrs run for bonds, and after a decade of unprecedented central bank intervention, incl…",Neutral,Treasuries | Corporate Debt,89.0,93.0 |
|
2023-03-11T10:25:01.000Z,M_PaulMcNamara,If you’d asked me which group would pull the first really successful display of working-class solidarity against this government in all honestly I don’t think I’m have gone for rich footballers. ,Neutral,General News | Opinion,100.0,98.0 |
|
2023-03-11T10:24:23.000Z,economics,Germany is banking on using the nation’s rooftops to speed up its solar push and cut reliance on fossil fuels ,Neutral,Macro,98.0,97.0 |
|
2023-03-11T10:23:37.000Z,adam_tooze,"RT @LondonSeawardFC: Cullis wasn't the first English player who felt refusing to provide legitimacy to Nazism was important. Earlier, in 19…",Neutral,General News | Opinion,97.0,96.0 |
|
2023-03-11T10:23:15.000Z,adam_tooze,Christian Lindner invoking reality is always a choice moment. ,Neutral,General News | Opinion,100.0,87.0 |
|
2023-03-11T10:20:57.000Z,adam_tooze,Top notch history trolling this! ,Neutral,Stock Commentary,80.0,57.99999999999999 |
|
2023-03-11T10:19:51.000Z,M_PaulMcNamara,Looks like we were successfully defended from a home invasion by a cushion overnight. ,Neutral,General News | Opinion,46.0,94.0 |
|
2023-03-11T10:18:15.000Z,adam_tooze,What was that line about reductio ad absurdum being a way of life in Brexit Britain ...? ,Neutral,General News | Opinion,100.0,94.0 |
|
2023-03-11T10:14:02.000Z,adam_tooze,"RT @KGravas: This is an excellent review by @adam_tooze on the SVB failure. |
|
|
|
I would note that human nature hardly changes throughout th…",Neutral,General News | Opinion,98.0,99.0 |
|
2023-03-11T10:13:57.000Z,adam_tooze,"RT @Zeitnot: As is often the case, reading Adam Tooze's stuff, and what he links to, is the best way to catch up on topical economic issues…",Neutral,General News | Opinion,99.0,96.0 |
|
2023-03-11T10:09:14.000Z,economics,Austria plans to scrap a real estate transfer tax for people buying their first homes in a bid to make ownership more affordable ,Neutral,Macro,98.0,89.0 |
|
2023-03-11T10:09:03.000Z,economics,Germany is approaching the end of the first quarter with a sense of quiet optimism that its crisis of 2022 has been consigned to history (via @craigstirling) ,Bullish,Macro,74.0,97.0 |
|
2023-03-11T10:08:02.000Z,economics,Bank of England rate-setter Catherine Mann sees signs of a “revival” emerging in the UK’s property market ,Neutral,Fed | Central Banks,70.0,99.0 |
|
2023-03-11T10:06:35.000Z,adam_tooze,"RT @petersgoodman: Superb, clarifying rundown on SVB train wreck from @adam_tooze ",Neutral,General News | Opinion,93.0,65.0 |
|
2023-03-11T10:01:20.000Z,AvidCommentator,"I actually think this reaction is overblown, at least in the short term. ",Bearish,General News | Opinion,56.00000000000001,93.0 |
|
2023-03-11T10:00:14.000Z,TheStreet,Learning how to buy a home is a big deal ,Neutral,General News | Opinion,96.0,99.0 |
|
2023-03-11T09:51:55.000Z,adam_tooze,Gotta love this live tweet of the Thirty Years War ... which is now ... 5 years in! General Tilly's Catholic army has occupied Heidelberg and is causing havoc. ,Neutral,General News | Opinion,95.0,98.0 |
|
2023-03-11T09:51:44.000Z,TheTranscript_,"$SIVB: ""Despite the bank being in sound financial condition prior to March 9, 2023, investors & |
|
2023-03-11T09:44:10.000Z,M_PaulMcNamara,"RT @hammer_mo: @Bren4Bassetlaw Kettle, meet pot. ",Neutral,General News | Opinion,98.0,82.0 |
|
2023-03-11T09:41:58.000Z,AvidCommentator,Ummm wow....🤔 ,Neutral,Stock Commentary,99.0,98.0 |
|
2023-03-11T09:41:26.000Z,M_PaulMcNamara,Fallout from SVB to crypto ,Neutral,Company | Product News,73.0,65.0 |
|
2023-03-11T09:37:04.000Z,economics,The Bank of England plans to cut spending on climate change work and redirect the money to core functions because of rising pressures on its costs ,Bearish,Fed | Central Banks,61.0,98.0 |
|
2023-03-11T09:36:51.000Z,adam_tooze,Chartbook: Chartbook #200 Something Broke! The Silicon Valley Bank Failure - How tech hubris and low interest rates combined to produce a big mess. ,Neutral,General News | Opinion,70.0,98.0 |
|
2023-03-11T09:22:48.000Z,M_PaulMcNamara,RT @TheAnfieldTalk: Bournemouth and Liverpool will take a stand for the Premier League tomorrow in the early kick off and refuse to speak t…,Neutral,General News | Opinion,99.0,98.0 |
|
2023-03-11T09:20:24.000Z,adam_tooze,"RT @M_C_Klein: The entire bank scene in Mary Poppins so good. |
|
|
|
Immediately before Michael accidentally starts a bank run there is a hilario…",Neutral,General News | Opinion,98.0,98.0 |
|
2023-03-11T09:20:23.000Z,JosephPolitano,GO TO SLEEP ALL OF YOU,Neutral,General News | Opinion,100.0,99.0 |
|
2023-03-11T09:16:18.000Z,MarketCurrents,"$VXX $UVXY $BOIL - VXX, UVXY and LABU among weekly ETF movers ",Neutral,Stock Commentary,79.0,99.0 |
|
2023-03-11T09:08:04.000Z,economics,"Switzerland’s exports of arms and ammunition grew by almost a third last year, even though manufacturers complain the country’s longstanding neutrality puts them in an existential bind ",Neutral,Macro,64.0,98.0 |
|
2023-03-11T09:05:42.000Z,JosephPolitano,"In case you were wondering, we are at the ""Joey tries to figure out the FDIC API at 4am"" stage in the economic cycle",Neutral,General News | Opinion,98.0,68.0 |
|
2023-03-11T09:03:59.000Z,FT,The playground Prime craze is a lesson in modern marketing | opinion,Neutral,General News | Opinion,92.0,99.0 |
|
2023-03-11T09:00:17.000Z,TheStreet,Alphabet stock has surely been among the more disappointing so far this year ,Bearish,Stock Commentary,99.0,86.0 |
|
2023-03-11T08:55:46.000Z,FTMarkets,Circle’s stablecoin banked at SVB and guess what happened next ,Neutral,Stock Commentary,99.0,49.0 |
|
2023-03-11T08:37:07.000Z,economics,"As Britain battles rip-roaring inflation, fueled by a shortage of staff, one cohort of workers is notably missing in action from the labor force (via @LucyGJWhite) ",Bearish,Macro,56.99999999999999,83.0 |
|
2023-03-11T08:30:41.000Z,FT,Silicon Valley Bank’s failure shines light on dangers lurking in higher interest rates ,Bearish,Fed | Central Banks,71.0,77.0 |
|
2023-03-11T08:08:27.000Z,economics,RT @BloombergTV: Take a look at the legacy of Japan’s outgoing governor Haruhiko Kuroda as he ends the longest stint at the helm of the cen…,Neutral,Politics,100.0,96.0 |
|
2023-03-11T08:08:02.000Z,economics,"With European Central Bank policy makers preparing to hike interest rates yet again, Spanish banks are paying their customers even less for their savings ",Neutral,Fed | Central Banks,97.0,99.0 |
|
2023-03-11T08:01:32.000Z,AvidCommentator,"Auction Results - Sold To Listed |
|
|
|
- Sydney 43.8% vs 45.0% last yr |
|
- Melbourne 48.9% (Holiday weekend) vs 47.0% |
|
|
|
Sydney volumes down 34% vs this time last year. |
|
|
|
Sydney result down from Feb and sitting near October/November average. |
|
|
|
And this is with collapsed new listings.",Bearish,Macro,81.0,81.0 |
|
2023-03-11T08:00:13.000Z,TheStreet,It's not what you might expect ,Neutral,General News | Opinion,87.0,96.0 |
|
2023-03-11T08:00:00.000Z,RaoulGMI,"We all have busy lives and it’s not always easy to keep up with everything going on in markets. |
|
|
|
The Real Vision Daily Briefing newsletter solves for that. Only takes 5 minutes to read and will give you all the information you need. |
|
|
|
Sign up for free |
|
",Neutral,General News | Opinion,100.0,99.0 |
|
2023-03-11T07:59:18.000Z,TheTranscript_,$SIVB Prescient. ,Neutral,Stock Commentary,73.0,93.0 |
|
2023-03-11T07:58:19.000Z,TheTranscript_,RT @Citrini7: Never really got to explain my reasoning for my $SIVB short - but suffice it to say now if you marked their holdings to marke…,Neutral,Stock Commentary,97.0,93.0 |
|
2023-03-11T07:37:31.000Z,bauhiniacapital,Area VC upset about marking policy. ,Neutral,General News | Opinion,98.0,81.0 |
|
2023-03-11T07:36:04.000Z,economics,"The UK has almost £100 billion for giveaways in next week’s budget, a top economic forecaster says ",Neutral,Macro,98.0,97.0 |
|
2023-03-11T07:23:28.000Z,adam_tooze,"RT @mmpiatkowski: ""The Miracle of #Poland "":a great podcast by @adam_tooze on🇵🇱's econ performance since 1990 during which it has > |
|
2023-03-11T07:21:25.000Z,economics,SVB’s abrupt demise left legions of Silicon Valley entrepreneurs in the lurch and livid ,Neutral,General News | Opinion,93.0,52.0 |
|
2023-03-11T07:10:50.000Z,adam_tooze,"RT @Brad_Setser: To be sure, the associated risks depend as much or more on an institution's funding structure as on the size of the mark t…",Neutral,General News | Opinion,97.0,72.0 |
|
2023-03-11T07:08:05.000Z,economics,"Better weather, longer daylight hours and lower energy prices have allowed Dutch greenhouses to resume full operations ",Bullish,General News | Opinion,52.0,96.0 |
|
2023-03-11T07:04:25.000Z,TheTranscript_,"Good read by @MarcRuby: ""So big was this drawdown that on a marked-to-market basis, $SIVB was technically insolvent at the end of September. Its $15.9B of HTM mark-to-market losses completely subsumed the $11.8B of tangible common equity that supported the bank’s balance sheet"" ",Neutral,General News | Opinion,49.0,45.0 |
|
2023-03-11T07:00:59.000Z,ftfinancenews,Highland court saga tests fact vs fiction ,Neutral,Legal | Regulation,82.0,95.0 |
|
2023-03-11T07:00:21.000Z,FT,Highland court saga tests fact vs fiction | opinion,Neutral,Legal | Regulation,86.0,98.0 |
|
2023-03-11T07:00:14.000Z,TheStreet,GameStop had a rip-roaring start to 2023 ,Neutral,Company | Product News,64.0,100.0 |
|
2023-03-11T06:57:54.000Z,jeuasommenulle,"@Brad_Setser Without even reading the next tweet, i know our favourite topic will pop up soon 😅",Neutral,General News | Opinion,99.0,95.0 |
|
2023-03-11T06:54:48.000Z,bauhiniacapital,"He's on to something. |
|
|
|
An entity. Ultra-low costs for savers. A fund |
|
|
|
Libertarian wants govt/FDIC involved? Hmm... Private enterprise best. |
|
|
|
Like a stablecoin for USD. Something safe. Never breaks the buck. ",Neutral,General News | Opinion,97.0,96.0 |
|
2023-03-11T06:47:40.000Z,MacroAlf,"@tracyalloway It seems they took these hedges off to a very large extent - not a great idea. |
|
|
|
But really, way too many retail deposits concentrated in big tickets is a red flag by itself. |
|
Terrible ALM risk management did the rest. |
|
|
|
Great thread!",Neutral,General News | Opinion,85.0,98.0 |
|
2023-03-11T06:39:07.000Z,AvidCommentator, ,Neutral,General News | Opinion,97.0,98.0 |
|
2023-03-11T06:38:04.000Z,economics,"The ECB will step up its fight against stubborn inflation by raising interest rates four more times and unwinding its €5 trillion bond portfolio at a quicker pace, according to a Bloomberg survey (via @weberalexander) ",Neutral,Fed | Central Banks,87.0,99.0 |
|
2023-03-11T06:35:43.000Z,economics,"Greg Becker, the chief executive officer of SVB Financial Group, leaves a San Francisco Fed board hours after his bank fails ",Neutral,Personnel Change,100.0,89.0 |
|
2023-03-11T06:07:07.000Z,economics,"Devastating floods in 2021 already shaved more than €40 billion off German gross domestic product, with such damages possibly occurring “more and more frequently” by the middle of the century ",Bearish,General News | Opinion,53.0,85.0 |
|
2023-03-11T05:50:08.000Z,stlouisfed,"U.S. employers added 311,000 more workers to nonfarm payrolls in February. Job growth for the prior two months was revised lower by a combined 34,000 ",Bearish,Macro,88.0,99.0 |
|
2023-03-11T05:41:24.000Z,FT,From ‘The Woman King’ to Netflix’s ‘African Queens’ — how Africa’s history went pop | opinion,Neutral,General News | Opinion,99.0,89.0 |
|
2023-03-11T05:40:03.000Z,BullTradeFinder,RT @GOATmezADDums: Come check out Spaces with my crew @AcetheKidKT @KeanuTrades @KT_Dodge @BullTradeFinder @edgaralandough @Mona_Trades @Wh…,Neutral,General News | Opinion,97.0,86.0 |
|
2023-03-11T05:40:02.000Z,economics,It’s becoming clearer that combustion cars are unlikely to ever get back to the level of global sales reached in 2017 ,Bearish,Macro,78.0,96.0 |
|
2023-03-11T05:32:57.000Z,FT,US and EU launch new talks on critical minerals trade in green tech race ,Neutral,Macro,87.0,94.0 |
|
2023-03-11T05:16:01.000Z,TheTranscript_,"So far, cash at $SIVB: |
|
|
|
— $ROKU: ~$487M [~26% of C& |
|
— $QUOT: $400k in UK branch |
|
— $RBLX: $150M [~5% of C& |
|
— $RKLB: $38M [7.9% of C& |
|
— $VMEO: Less than $250k ",Neutral,Stock Commentary,98.0,50.0 |
|
2023-03-11T05:13:26.000Z,AvidCommentator,RIP🙏 ,Neutral,General News | Opinion,98.0,99.0 |
|
2023-03-11T05:12:53.000Z,zerohedge,RT @elonmusk: @minliangtan I’m open to the idea,Neutral,General News | Opinion,97.0,91.0 |
|
2023-03-11T05:11:51.000Z,AvidCommentator,RT @parrapower2022: I observed ~75% auction clearance in Sydney. Strong and fearless bidding is back again. We will see positive monthly mo…,Bullish,General News | Opinion,98.0,73.0 |
|
2023-03-11T05:06:17.000Z,markets,Shares of IAA soared more than 10% after an investment fund said Ritchie Bros Auctioneers likely has enough votes to secure approval for its takeover ,Bullish,Stock Movement,83.0,99.0 |
|
2023-03-11T05:06:02.000Z,economics,“The price of potatoes went mad” ,Neutral,General News | Opinion,69.0,81.0 |
|
2023-03-11T05:03:38.000Z,markets,A Bank Hapoalim worker claims she was fired after complaining that her boss attended in-person meetings and a holiday party while visibly sick with the Covid-19 virus ,Neutral,General News | Opinion,99.0,87.0 |
|
2023-03-11T05:00:43.000Z,markets,"Air travelers from China, Hong Kong or Macau no longer need to show proof of a negative Covid test before boarding a flight to the US ",Neutral,General News | Opinion,80.0,99.0 |
|
2023-03-11T05:00:09.000Z,TheStreet,Exorbitant executive salaries can generate public resentment ,Neutral,Company | Product News,98.0,73.0 |
|
2023-03-11T04:55:34.000Z,AvidCommentator,"RT @SamanthaLaDuc: There is never ever just one unhedged cockroach. |
|
|
|
#FinancialCrisis",Neutral,General News | Opinion,98.0,96.0 |
|
2023-03-11T04:53:04.000Z,Fxhedgers,STABLECOIN FIRM CIRCLE REVEALS $3.3 BILLION EXPOSURE TO SILICON VALLEY BANK,Neutral,Company | Product News,96.0,61.0 |
|
2023-03-11T04:45:51.000Z,VMRConstancio,RT @DavidBeckworth: We are just a few banks away from 3%. ,Neutral,Stock Commentary,54.0,91.0 |
|
2023-03-11T04:40:10.000Z,stlouisfed,Who left the labor force during the pandemic recession and the Great Recession? An analysis looks at what happened with workers after they separated from their jobs during those periods and at their labor force status one year later ,Neutral,General News | Opinion,98.0,92.0 |
|
2023-03-11T04:40:08.000Z,zerohedge,"Escobar: Moveable Multipolarity In Moscow - Ridin' The ""Newcoin"" Train ",Neutral,General News | Opinion,99.0,61.0 |
|
2023-03-11T04:39:03.000Z,economics,Top palm oil grower Indonesia wants to increase productivity to benefit from higher prices but the high prices mean farmers don't want to replace the aging trees ,Neutral,Macro,87.0,61.0 |
|
2023-03-11T04:38:46.000Z,zerohedge,"SVB CEO No Longer on San Francisco Fed’s Board After Bank Fails |
|
|
|
Hey @sffed is that why SVB had a $15BN loan from the FHLB?",Neutral,Fed | Central Banks,100.0,95.0 |
|
2023-03-11T04:36:04.000Z,markets,Founders are starting to worry about whether startups will be able to keep paying employees following the failure of Silicon Valley Bank ,Bearish,General News | Opinion,79.0,57.99999999999999 |
|
2023-03-11T04:33:42.000Z,economics,Larry Summers warns there will be “severe” consequences for the innovation sector of the US economy if regulators don’t smoothly work out the collapse of Silicon Valley Bank ,Bearish,Macro,73.0,88.0 |
|
2023-03-11T04:33:24.000Z,LynAldenContact,"How many people had ""Tether is a flight to safety trade"" for their 2023 bingo cards? ",Neutral,General News | Opinion,100.0,98.0 |
|
2023-03-11T04:30:05.000Z,TheStreet,The competition for eyeballs and subscribers amongst streaming services has heated up ,Bearish,General News | Opinion,56.99999999999999,94.0 |
|
2023-03-11T04:24:42.000Z,michaelxpettis,"RT @M_C_Klein: If you are intrigued by the Mary Poppins-John Hobson connection and want to learn more, @michaelxpettis and I discuss it in…",Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-11T04:20:44.000Z,bauhiniacapital,RT @mark_dow: VCs across the valley tonight are busy deleting old posts criticizing government bailouts from their social media profiles,Neutral,General News | Opinion,87.0,98.0 |
|
2023-03-11T04:20:08.000Z,zerohedge,List Reveals US Cities With Most Ultra-High-Net Worth Homeowners ,Neutral,Macro,99.0,67.0 |
|
2023-03-11T04:09:51.000Z,TheTranscript_,$SIVB ,Neutral,Stock Commentary,99.0,99.0 |
|
2023-03-11T04:08:20.000Z,cjoye,"According to @zerohedge, ""USDC - Crypto Stablecoin run by Circle - Silicon Valley Bank is one of six banking partners Circle uses for managing the ~25% portion of USDC reserves held in cash |
|
2023-03-11T04:08:08.000Z,economics,"Zimbabwe’s monetary authority won’t switch to a new inflation gauge to determine interest rates, despite the statistics agency having adopted it as its main price reference, an official says ",Neutral,Fed | Central Banks,98.0,99.0 |
|
2023-03-11T04:07:34.000Z,MarketCurrents,"$PBW $ERTH $QCLN - U.S., E.U. agree to start talks on critical minerals used in electric vehicles ",Neutral,Company | Product News,80.0,77.0 |
|
2023-03-11T04:06:54.000Z,FT,Surveillance tech only adds to a culture of fear | opinion,Neutral,General News | Opinion,89.0,64.0 |
|
2023-03-11T04:05:53.000Z,Scutty,Saturday arvo. Mates. Beers #EastsToWin ,Neutral,General News | Opinion,100.0,62.0 |
|
2023-03-11T04:03:11.000Z,economics,Investors and depositors tried to pull $42 billion from Silicon Valley Bank on Thursday ,Neutral,General News | Opinion,89.0,42.0 |
|
2023-03-11T04:00:08.000Z,TheStreet,That didn't age well ,Neutral,General News | Opinion,85.0,99.0 |
|
2023-03-11T04:00:08.000Z,zerohedge,Florida RINO's Refuse To Amend Pro-Gun Bill In Defiance Of DeSantis ,Neutral,Politics,95.0,97.0 |
|
2023-03-11T03:46:27.000Z,WSJmarkets,Crypto investors cash out $2 billion in USD coin after the collapse of Silicon Valley Bank ,Neutral,M&A | Investments,89.0,26.0 |
|
2023-03-11T03:45:00.000Z,BloombergTV,"""We looked up on the internet to compare and find a suitable launch vehicle."" |
|
|
|
Bloomberg News gets an exclusive and unprecedented tour of the Naro Space Center in South Korea, whose giant leap into space started with a small step on the internet ",Neutral,General News | Opinion,97.0,89.0 |
|
2023-03-11T03:43:05.000Z,economics,"Next big job cuts will be in finance and health care, data show ",Neutral,Macro,62.0,37.0 |
|
2023-03-11T03:40:07.000Z,zerohedge,Jon Stewart Skewers Military-Industrial Complex: Lost Wars & |
|
2023-03-11T03:32:39.000Z,economics,SVB Financial’s UK unit is likely to be declared insolvent after the collapse in the US of the Silicon Valley Bank parent ,Bearish,Legal | Regulation,78.0,30.0 |
|
2023-03-11T03:30:10.000Z,TheStreet,WWE wants to allow betting on scripted matches 🤔 ,Neutral,Company | Product News,100.0,100.0 |
|
2023-03-11T03:16:00.000Z,FedGuy12,@LynAldenContact If small bank credit risk becomes a concern then you could see even more cash leave small banks for big banks!,Neutral,General News | Opinion,77.0,99.0 |
|
2023-03-11T03:15:10.000Z,AvidCommentator,"There is an old WW2 soldiers acronym that really defines this situation. |
|
|
|
S.N.A.F.U |
|
|
|
Situation |
|
Normal |
|
All |
|
F***ed |
|
Up ",Neutral,General News | Opinion,95.0,96.0 |
|
2023-03-11T03:10:10.000Z,stlouisfed,Special aggregations of the consumer price index can be used to help measure the “core” of inflation. The FRED Blog examines how these indices have ebbed and flowed over the past two years ,Neutral,Macro,93.0,61.0 |
|
2023-03-11T03:07:05.000Z,LynAldenContact,"I think the Fed is close to being done QT. |
|
|
|
That doesn't mean rate cuts or anything like that, but it seems like the balance sheet drawdown is likely to end prior to rate cuts being initiated.",Neutral,Fed | Central Banks,95.0,98.0 |
|
2023-03-11T03:07:05.000Z,LynAldenContact,"If there's a rapid drawdown in the TGA then that could give the Fed a few more months of QT runway. |
|
|
|
But in terms of total liquidity, it seems hard to pull much more out than these levels.",Neutral,Fed | Central Banks,97.0,97.0 |
|
2023-03-11T03:07:04.000Z,LynAldenContact,"The Fed's QT since 2022 sucked cash reserves out of small banks more quickly than large banks this time. |
|
|
|
Small banks are already back at cash ratios they reached during the 2019 repo spike, while large banks aren't yet. ",Neutral,Fed | Central Banks,84.0,99.0 |
|
2023-03-11T03:05:05.000Z,economics,Global trade tracker shows early signs of a China’s rebound ,Bullish,Macro,85.0,96.0 |
|
2023-03-11T03:03:31.000Z,AvidCommentator,"SVB's collapse is going to be a big test for markets, the Fed and Capitol Hill. |
|
|
|
The threat of direct contagion appears minor (open to evidence otherwise), but the threat of indirect contagion through uninsured borrowers potentially losing some of their funds is quite real.",Bearish,General News | Opinion,78.0,63.0 |
|
2023-03-11T03:00:19.000Z,economics,"It’s time to change our clocks, again. |
|
|
|
These maps reveal why making daylight saving time permanent is more controversial than it seems ",Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-11T03:00:18.000Z,TheStreet,"It's a whole new kind of ""work from home"" |
|
",Neutral,General News | Opinion,100.0,99.0 |
|
2023-03-11T03:00:07.000Z,zerohedge,These Are The US Cities With The Most Homeless People ,Neutral,General News | Opinion,100.0,99.0 |
|
2023-03-11T02:47:15.000Z,AvidCommentator,"RT @SamanthaLaDuc: I was reminded… |
|
|
|
“Dick Fuld, CEO, was on the Board of New York Fed during and just prior to Lehman Collapse... As of the…",Neutral,Fed | Central Banks,98.0,97.0 |
|
2023-03-11T02:46:38.000Z,economics,Panama says a proposed new mining contract with Canada’s First Quantum Minerals would protect the company against a drop in copper prices ,Neutral,Company | Product News,87.0,43.0 |
|
2023-03-11T02:40:08.000Z,zerohedge,"Defendant Moves To Dismiss Jan. 6 Case Based On Newly Disclosed Footage, FBI Testimony ",Neutral,Legal | Regulation,91.0,99.0 |
|
2023-03-11T02:40:05.000Z,economics,China is taking fresh measures to deter hoarding of iron ore in a bid to cool a surge in prices of the key steel-making material ,Neutral,Macro,80.0,97.0 |
|
2023-03-11T02:38:53.000Z,zerohedge,"*WARREN: SVB EXECS MUST HELD ACCOUNTABLE FOR ANY MISMANAGEMENT |
|
|
|
Wait, it's not the fiat monetary system's fault? You mean an entity can fail without all epistemology being guilty?",Neutral,General News | Opinion,99.0,96.0 |
|
2023-03-11T02:38:31.000Z,FedGuy12,"I'm going to apply a 15% discount to the securities and loans. Rates have gone up and a lot of the stuff isn't liquid. |
|
|
|
After you do that the uninsured deposits get around 80 cents on the dollar. |
|
|
|
Equity is wiped out ofc. ",Neutral,Treasuries | Corporate Debt,94.0,42.0 |
|
2023-03-11T02:35:46.000Z,FedGuy12,"I was curious as to what the uninsured SVB depositors may potentially receive so I sketched out this balance sheet. It's very rough. |
|
|
|
The FHLB and insured depositors will get all their money back ofc. ",Neutral,General News | Opinion,99.0,98.0 |
|
2023-03-11T02:31:26.000Z,economics,"Li Qiang, the former Communist Party boss of Shanghai, has been the front-runner for the premier job since he was named the party’s No. 2 in October ",Neutral,Personnel Change,99.0,45.0 |
|
2023-03-11T02:30:09.000Z,TheStreet,The move lower was actually well telegraphed by several experts at TheStreet. Let's unpack what happened ,Neutral,Stock Commentary,68.0,92.0 |
|
2023-03-11T02:26:33.000Z,MarketCurrents,"$SIVB $SGMO $ENTA - Sangamo, Protagonist, and Eiger among biotechs with exposure to Silicon Valley Bank ",Neutral,Stock Commentary,95.0,36.0 |
|
2023-03-11T02:24:05.000Z,RaoulGMI,"Final late Friday thought: |
|
|
|
It amuses me to see my comments...and saddens me. |
|
|
|
I get such heartfelt positive comments but there is a group that doesn't get my feed... |
|
|
|
Scam! You are a macro guy, come back, you are lost in crypto and tech! |
|
Scam! Crypto is a scam! |
|
Scam! You should… ",Neutral,General News | Opinion,97.0,99.0 |
|
2023-03-11T02:20:35.000Z,zerohedge,China Foresees End Of Ukraine War This Summer: Report ,Neutral,Macro,76.0,99.0 |
|
2023-03-11T02:18:39.000Z,BullTradeFinder,Best way to put it lol ,Neutral,General News | Opinion,100.0,84.0 |
|
2023-03-11T02:13:08.000Z,EricBalchunas,Can’t remember being this excited for a show’s new season. The first two seasons are comedy gold. The kind of stuff that gets funnier w repeat viewings. There’s nothing like it. ,Neutral,General News | Opinion,99.0,97.0 |
|
2023-03-11T02:08:05.000Z,economics,Hong Kong is facing calls to turns its vast Covid quarantine camps into new apartments for those urgently in need of housing ,Neutral,General News | Opinion,89.0,99.0 |
|
2023-03-11T02:05:29.000Z,JosephPolitano,"Move fast and break things |
|
-S̵i̵l̵i̵c̵o̵n̵ ̵V̵a̵l̵l̵e̵y̵ |
|
-Jerome Powell",Neutral,General News | Opinion,99.0,93.0 |
|
2023-03-11T02:04:07.000Z,markets,Silicon Valley Bank CEO Greg Becker sold $3.6 million of company stock under a trading plan less than two weeks before the firm disclosed extensive losses that led to its failure ,Bearish,Company | Product News,79.0,89.0 |
|
2023-03-11T02:03:52.000Z,AvidCommentator,"By the close of business Monday (U.S time), there will be narratives propagating that SVB collapsing is bullish. |
|
|
|
Because something something Fed giving back the punchbowl.",Bullish,General News | Opinion,68.0,74.0 |
|
2023-03-11T02:00:57.000Z,economics,"Three years on, the pandemic has claimed millions of lives. And it’s not over yet: Here’s your Evening Briefing ",Neutral,General News | Opinion,98.0,99.0 |
|
2023-03-11T02:00:39.000Z,stlouisfed,"Low- to moderate-income communities continued to feel the effects of the pandemic in 2022. Though facing their own struggles, nonprofits and other community-based organizations have helped those communities recover ",Neutral,General News | Opinion,39.0,56.99999999999999 |
|
2023-03-11T02:00:13.000Z,TheStreet,"Here are some travel hacks for booking international flights |
|
",Neutral,General News | Opinion,81.0,96.0 |
|
2023-03-11T02:00:11.000Z,markets,"Three years on, the pandemic has claimed millions of lives. And it’s not over yet: Here’s your Evening Briefing ",Neutral,General News | Opinion,98.0,99.0 |
|
2023-03-11T02:00:07.000Z,zerohedge,TikTok Whistleblower Says US Data Can Easily Be Accessed From China: Sen. Hawley ,Neutral,Company | Product News,76.0,96.0 |
|
2023-03-11T01:58:37.000Z,zerohedge,"RT @goddeketal: Hey, @K_G_Andersen, do you remember when you flipped your stance on COVID's origins in just 4 days and then received additi…",Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-11T01:50:47.000Z,zerohedge,"RT @washingtonpost: In a rare show of bipartisanship near the third anniversary of the pandemic, the House voted unanimously to declassify…",Neutral,Politics,100.0,99.0 |
|
2023-03-11T01:48:07.000Z,chigrl,. ,Neutral,General News | Opinion,71.0,76.0 |
|
2023-03-11T01:45:45.000Z,economics,"The UK will announce $24 billion for domestic carbon capture projects over the next 20 years, as the nation seeks to hit its net zero targets and spur green jobs. ",Neutral,Macro,66.0,99.0 |
|
2023-03-11T01:45:41.000Z,AvidCommentator,"It's worth noting that this sort of thing is extremely common. |
|
|
|
There are all manner of corporate executives with roles at central banks. |
|
|
|
It's not right, but its the way the elite choose to run things these days. ",Neutral,General News | Opinion,98.0,52.0 |
|
2023-03-11T01:45:04.000Z,markets,"The UK will announce $24 billion for domestic carbon capture projects over the next 20 years, as the nation seeks to hit its net zero targets and spur green jobs. ",Neutral,Macro,66.0,99.0 |
|
2023-03-11T01:42:07.000Z,economics,"President Xi Jinping’s efforts to regain the trust of international investors are falling flat, showing the urgency for China to do more to reverse capital outflows ",Neutral,Politics,67.0,84.0 |
|
2023-03-11T01:40:07.000Z,zerohedge,Flipping The Bird A 'God-Given Right' Rules Canadian Judge ,Neutral,Legal | Regulation,99.0,93.0 |
|
2023-03-11T01:38:52.000Z,RaoulGMI,RT @robertsd: @RaoulGMI I’m glad I found @RealVision - learned so much and made friends for life in this community since 2020! There’s noth…,Neutral,General News | Opinion,100.0,98.0 |
|
2023-03-11T01:30:11.000Z,TheStreet,The FDIC now created the Deposit Insurance National Bank of Santa Clara ,Neutral,Fed | Central Banks,99.0,87.0 |
|
2023-03-11T01:29:29.000Z,RaoulGMI,"Seeing replies to my tweets - if you are seeking understanding about why, where, and how in these times - go to its all there and cots you $1 for a trial and you get ALL the info you need.",Neutral,General News | Opinion,100.0,99.0 |
|
2023-03-11T01:25:23.000Z,RaoulGMI,"All the incredible art and rarity traits on The Real Vision Collective NFT's has spurred a massive amount of trading as everyone fights to get what they want and collect/lock down the rare stuff (including the Genesis ) for a bigger opportunity. |
|
|
|
The first Golden MF'er offered… ",Neutral,General News | Opinion,97.0,90.0 |
|
2023-03-11T01:20:13.000Z,Fxhedgers,CEO OF FAILED SILICON VALLEY BANK WAS DIRECTOR AT THE SF FEDERAL RESERVE UNTIL TODAY,Neutral,Fed | Central Banks,100.0,84.0 |
|
2023-03-11T01:20:08.000Z,zerohedge,Farmers Fear Contamination At Start of Growing Season Near Train Derailment ,Neutral,General News | Opinion,61.0,98.0 |
|
2023-03-11T01:14:13.000Z,FT,From wooing Tesla to Xi’s right-hand man: Li Qiang’s road to China’s premiership ,Neutral,Company | Product News,99.0,76.0 |
|
2023-03-11T01:10:09.000Z,economics,"Children born now will suffer if Japan doesn't stop an accelerating decline in its birthrate, according to an advisor to the prime minister ",Bearish,General News | Opinion,89.0,69.0 |
|
2023-03-11T01:09:08.000Z,FedGuy12,"Looks like SVB held $120b in securities but basically didn't hedge their interest rate exposure. |
|
|
|
That's totally crazy. No wonder they failed. ",Neutral,Company | Product News,75.0,32.0 |
|
2023-03-11T01:06:13.000Z,MarketCurrents,$COP - Biden administration set to OK Willow oil project in Alaska - Bloomberg ,Neutral,Energy | Oil,90.0,98.0 |
|
2023-03-11T01:02:43.000Z,zerohedge,Credit Suisse today ,Neutral,Analyst Update,97.0,77.0 |
|
2023-03-11T01:02:03.000Z,markets,The sudden implosion of SVB — the worst bank failure since 2008 — delivered a deep blow to a Silicon Valley ecosystem already struggling ,Neutral,General News | Opinion,56.99999999999999,64.0 |
|
2023-03-11T01:00:19.000Z,economics,"It’s time to change our clocks, again. |
|
|
|
These maps reveal why making daylight saving time permanent is more controversial than it seems ",Neutral,General News | Opinion,99.0,99.0 |
|
2023-03-11T01:00:18.000Z,TheStreet,Zuckerberg might be trying to appeal to people unhappy with Musk's version of Twitter ,Neutral,Company | Product News,99.0,98.0 |
|
2023-03-11T01:00:08.000Z,zerohedge,US Cattle Prices Hit Nine-Year High As National Herd Drops To Half-Century Low ,Bullish,Macro,79.0,98.0 |
|
2023-03-11T00:59:21.000Z,RaoulGMI,"Everyone has given their 2 pennies on SIVB...mine is this: |
|
|
|
Fed jacks up rates |
|
Deposit rates can't (or don't rise) |
|
Deposits flood into CD's and bills, leaving the banking system. |
|
Any mark-to-market losses on the banks' investments now compound their weak capital base. |
|
The… ",Bearish,Fed | Central Banks,57.99999999999999,78.0 |
|
2023-03-11T00:57:08.000Z,economics,Chilean President Gabriel Boric reorganized his cabinet for the second time in less than a year as it reels from the rejection of its marquee economic bill ,Neutral,Politics,99.0,97.0 |
|
2023-03-11T00:53:41.000Z,zerohedge,At least something went up today (and JPM of course) ,Bullish,Markets,57.99999999999999,69.0 |
|
2023-03-11T00:48:55.000Z,MarketCurrents,"$SPY $XLU $XLE - Powell testimony, financial sector woes lead to worst week for S& |
|
2023-03-11T00:44:40.000Z,zerohedge,"Guys, it isn't rocket science: |
|
|
|
If you are a failing bank you don't have fix your balance sheet all the way. Just fix it enough to outlive the next big bank that fails and starts the next round of bailouts.",Neutral,General News | Opinion,97.0,99.0 |
|
2023-03-11T00:44:16.000Z,MarketCurrents,$A $SPRC - SciSparc gets Nasdaq listing deficiency letter ,Neutral,Company | Product News,70.0,99.0 |
|
2023-03-11T00:42:01.000Z,economics,"From New York to the North Sea, investment foundations for projects critical to the fight against climate change are crumbling. ",Neutral,General News | Opinion,95.0,97.0 |
|
2023-03-11T00:41:05.000Z,economics,New Dutch curbs on the export of semiconductor technology to China are planning to block sales of three additional models of ASML’s lithography machines ,Neutral,Macro,60.0,96.0 |
|
2023-03-11T00:40:11.000Z,stlouisfed,"The U.S. labor force participation rate ticked up to 62.5% in February from January’s 62.4%. For participation rates by race, sex, educational attainment and other categories, see FRED: ",Neutral,Macro,50.0,99.0 |
|
2023-03-11T00:40:08.000Z,zerohedge,Rep. Greene To Lead GOP Visit To Jan. 6 Defendants In DC Jail ,Neutral,Legal | Regulation,96.0,89.0 |
|
2023-03-11T00:39:39.000Z,MarketCurrents,$DXF - Dunxin Financial gets NYSE American listing deficiency notice ,Neutral,Company | Product News,97.0,100.0 |
|
2023-03-11T00:39:24.000Z,zerohedge,"RT @themarketear: Losses matter |
|
",Bearish,General News | Opinion,81.0,87.0 |
|
2023-03-11T00:38:31.000Z,markets,"Former US Treasury Secretary Lawrence Summers says he doesn't expect SVB Financial Group's meltdown to pose a ""systemic risk"" to the financial system ",Bearish,Fed | Central Banks,63.0,96.0 |
|
2023-03-11T00:37:45.000Z,zerohedge,"Can we veto Wall Street 3 if it is about SVB? |
|
|
|
WS2 was bad enough",Neutral,General News | Opinion,72.0,86.0 |
|
2023-03-11T00:36:01.000Z,zerohedge,Who else can't wait for every bank to pass the next stress test,Neutral,General News | Opinion,97.0,46.0 |
|
2023-03-11T00:32:11.000Z,BloombergTV,"Former US Treasury Secretary Lawrence Summers says he doesn't expect SVB Financial Group's meltdown to pose a ""systemic risk"" to the financial system ",Bearish,Fed | Central Banks,63.0,96.0 |
|
2023-03-11T00:30:11.000Z,TheStreet,"The lawsuit demands that, should Staley be found liable, he covers any damages ruled by court independently ",Neutral,Legal | Regulation,86.0,98.0 |
|
2023-03-11T00:29:34.000Z,economics,Colombian banks are slashing interest rates on credit cards by as much as 26 percentage points in response to pressure from the government ,Bearish,Fed | Central Banks,52.0,98.0 |
|
|