creation_time
stringlengths
24
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2
15
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stringlengths
0
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3 values
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19 values
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float64
39
100
topic_confidence
float64
24
100
__index_level_0__
int64
0
805
2023-03-12T12:10:08.000Z
zerohedge
Why Credit Needs A Golden Anchor
Neutral
General News | Opinion
89
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
84
89
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
96
97
2023-03-12T12:01:01.000Z
FTMarkets
Will the European Central Bank signal further rate rises are coming?
Neutral
Fed | Central Banks
99
99
128
2023-03-12T12:00:16.000Z
TheStreet
Here's how to save money on an overseas flight
Neutral
General News | Opinion
100
99
135
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
99
176
2023-03-12T11:58:10.000Z
adam_tooze
Chartbook: Chinese manufacturing dominance, the slave-trade & the industrial revolution, Yuan Shikai remembered & anti-fascist footballers
Neutral
Macro
97
65
212
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
98
177
2023-03-12T11:55:10.000Z
adam_tooze
Chartbook: Top links 174 Chinese manufacturing dominance, the slave-trade & the industrial revolution, Yuan Shikai remembered & anti-fascist footballers
Neutral
General News | Opinion
98
50
213
2023-03-12T11:46:30.000Z
FT
The UK chancellor’s fiscal conundrum | opinion
Neutral
Politics
100
97
269
2023-03-12T11:46:01.000Z
TheTranscript_
$DIS CEO: "We're not recession-proof..."
Bearish
Stock Commentary
85
99
296
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
89
323
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
59
297
2023-03-12T11:35:08.000Z
zerohedge
France's First Lady Loses Transgender Lawsuit
Neutral
Legal | Regulation
61
99
1
2023-03-12T11:34:11.000Z
economics
Aramco's dividend is a crucial source of funding for the Saudi government
Neutral
Dividend
97
95
324
2023-03-12T11:27:54.000Z
TheTranscript_
$SIVB is touching even the royals:
Bullish
Stock Commentary
57
100
298
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
48
463
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
39
299
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
96
471
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
98
325
2023-03-12T11:03:42.000Z
economics
Britain is going through a lost decade worse than the 1990s in Japan
Bearish
Macro
99
98
326
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
79
327
2023-03-12T11:00:13.000Z
TheStreet
It looks like the Final Frontier will have to wait
Neutral
General News | Opinion
99
82
136
2023-03-12T11:00:08.000Z
zerohedge
UK Disinformation Unit Monitored Headmaster Who Questioned COVID-19 Vaccines For Children
Neutral
Company | Product News
92
99
2
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
98
464
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
70
328
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
83
329
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
100
300
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
98
301
2023-03-12T10:31:05.000Z
M_PaulMcNamara
Neutral
General News | Opinion
97
98
178
2023-03-12T10:30:50.000Z
M_PaulMcNamara
Here we go again @dsquareddigest @jeuasommenulle
Neutral
General News | Opinion
100
99
179
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 & life sciences..We want to find a way that minimises or if we possibly can avoids all losses to those incredibly promising companies"
Neutral
Macro
85
53
302
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
97
180
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
51
181
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
97
182
2023-03-12T10:14:01.000Z
economics
More signs of stress are appearing in Ireland's property market
Bearish
General News | Opinion
73
59
330
2023-03-12T10:13:30.000Z
M_PaulMcNamara
Usually an indicator that things are going badly for 🇷🇺
Bearish
General News | Opinion
89
99
183
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
98
184
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
88
185
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
84
331
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
55
270
2023-03-12T10:01:14.000Z
jeuasommenulle
190bn of *uninsured* deposits* of course, sorry
Neutral
Macro
99
54
478
2023-03-12T10:00:18.000Z
TheStreet
Here's where America really wants to honeymoon
Neutral
General News | Opinion
100
99
137
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
71
98
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
58
99
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
99
186
2023-03-12T09:47:58.000Z
M_PaulMcNamara
RT @Standplaats_KRK:
Neutral
Stock Commentary
99
53
187
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
55
505
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
99
517
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
73
332
2023-03-12T09:38:09.000Z
WSJmarkets
Traders wonder if other fast-growing banks might follow SVB’s failure
Neutral
General News | Opinion
83
90
90
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
93
333
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
96
479
2023-03-12T09:30:38.000Z
jeuasommenulle
Longer term, I think we’re heading towards a European approach: US will think hard about resolution & bank failures & might move in the EU’s direction with new legislation: higher level of seniority for uninsured retail deposits (as in BRRD) and maybe a larger resolution fund.
Neutral
General News | Opinion
97
67
480
2023-03-12T09:30:20.000Z
jeuasommenulle
That should be enough to stop the complaints about “paying payrolls” & all. But having a retail bank in quasi bankruptcy for a long time isn’t good, so we should expect a buyer to emerge, clean the book & ALM and pay depositors some more. I don’t see a large haircut in the end.
Neutral
General News | Opinion
97
93
481
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
52
482
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
67
483
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
99
484
2023-03-12T09:28:52.000Z
jeuasommenulle
Credit losses below:
Neutral
Treasuries | Corporate Debt
88
32
485
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
80
486
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
46
487
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
40
488
2023-03-12T09:26:47.000Z
jeuasommenulle
But that’s also the easy part to fix: the bond book is liquid & a sale would wipe out the equity, but not much more (& of course they are selling in a good market as rates have rallied hard on systemic risk! Right side correlation!).
Neutral
Treasuries | Corporate Debt
74
87
489
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
98
465
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
96
490
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
95
491
2023-03-12T09:24:46.000Z
jeuasommenulle
However, I know it’s fun to dunk on the tech bros & their horrible takes, but they have a point: 190bn of insured deposits is a lot (Popular had 55bn depos) and there are macro impacts here. Authorities will be happy to have a solution that don’t leave all depositors naked.
Neutral
General News | Opinion
98
99
492
2023-03-12T09:24:26.000Z
jeuasommenulle
1st, I truly think SVB had a horrible business model. Volatile & correlated sight deposits & long-term fixed rate bonds with no hedge: truly a recipe for disaster. Fed & FDIC will be keen to avoid moral hazard there. I don't see a bailout. This is not the 1990s anymore.
Neutral
General News | Opinion
93
69
493
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
99
494
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
93
334
2023-03-12T09:17:40.000Z
AvidCommentator
Not wrong 👇
Neutral
General News | Opinion
94
97
100
2023-03-12T09:16:06.000Z
economics
Here's the latest news on Russia's invasion of Ukraine
Neutral
General News | Opinion
98
97
335
2023-03-12T09:14:01.000Z
FT
Saudi Aramco posts record $161bn profit on back of strong crude prices
Bullish
Financials
96
98
271
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
94
466
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
95
336
2023-03-12T09:07:43.000Z
FTMarkets
Saudi Aramco posts record $161bn profit on back of strong crude prices
Bullish
Financials
96
98
129
2023-03-12T09:00:20.000Z
TheStreet
Pretty wild
Neutral
General News | Opinion
97
91
138
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
51
272
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
97
337
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
92
467
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
53
468
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
53
273
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
99
338
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
69
101
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
49
339
2023-03-12T08:07:02.000Z
TheTranscript_
So many experts with threads and spaces on $SIVB 😅
Neutral
Stock Commentary
100
99
303
2023-03-12T08:00:14.000Z
TheStreet
This could change The Strip immensely
Neutral
General News | Opinion
82
72
139
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
100
340
2023-03-12T07:38:54.000Z
FT
Water: pricing is the key to equitable access | opinion
Neutral
Macro
99
65
274
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
99
341
2023-03-12T07:22:09.000Z
elerianm
Best way to work on an early Sunday morning!
Neutral
General News | Opinion
100
97
469
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
57
99
342
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
99
343
2023-03-12T07:00:18.000Z
TheStreet
Cathie Wood is replicating trades of recent weeks
Neutral
Stock Commentary
78
88
141
2023-03-12T07:00:18.000Z
TheStreet
Target has invested heavily in solving this consumer pain point
Neutral
Company | Product News
52
98
140
2023-03-12T06:47:25.000Z
Fxhedgers
GOLDMAN: 'IF THE FED PIVOTS UNEXPECTEDLY, MARKETS CAN REACT VIOLENTLY'
Bearish
Fed | Central Banks
86
72
519
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
52
344
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
98
345
2023-03-12T06:34:50.000Z
jeuasommenulle
I can hear @gianlucac1 laughing. Atlante is back😅
Neutral
General News | Opinion
100
96
495
2023-03-12T06:31:29.000Z
bauhiniacapital
These guys should make a new newsletter platform for finance.
Neutral
General News | Opinion
100
95
528