Opinion: ‘Most U.S. banks are technically near insolvency, and hundreds are already fully insolvent,’ Roubini says
In January 2022, when yields on U.S. 10-year Treasury bonds TMUBMUSD10Y, 3.511% were still roughly 1% and those on German Bunds were -0.5%, I warned that inflation would be bad...
Opinion: The end of the ‘everything bubble’ has finally hit the banking system. Credit Suisse and SVB might be just the first of many shocks.
Major financial market regime changes typically take place in stages. The crypto meltdown in 2022, for example, incurred about $2 trillion of losses. The technology...
First Republic loses a third of its value amid reports it’s considering a sale
First Republic Bank’s stock rose Thursday after steep losses earlier in the day, following reports that the nation’s largest banks are in talks to provide...
10 banks that may face trouble in the wake of the SVB Financial Group debacle
(Updated with news of Silicon Valley Bank’s failure.) As interest rates have risen, many banks have become more profitable because the spreads between what they...
Secret to 2023 stock rally? Central banks have provided $1 trillion liquidity boost.
Gains for global equities have left many on Wall Street perplexed as stocks — especially high-risk growth names with little or no profits — have...
Risk of ‘wrathful Old Testament–style’ reaction from central banks is rising, JPMorgan says
The “gentle and forgiving path” taken by developed-market central banks to rein in inflation over the past year is likely to prove unsuccessful and trigger...
Strategist who loves challenging consensus sticks by call for 8% fed-funds rate
Dominique Dwor-Frecaut, a former associate with the New York Fed and outlier from the rest of the financial-market pack, is standing by a bold call...
Opinion: The stock market’s rally was a head fake and the smart money now is with the bears
The stock market, as measured by the S&P 500 Index SPX, +0.53%, has fallen below the 4100 level. That is significant because there previously was...
Opinion: No ‘soft landing’ is in the cards from Fed rate hikes. Look for recession and a buying opportunity once stock prices decline.
Is the bear market of 2022 over? Are we already in the early innings of the next great bull market? The S&P 500 SPX, -0.16%...
Deutsche Bank says there’s a 90% chance of recession. But, without one, S&P 500 can get to 5,000.
One of Wall Street’s most pessimistic banks is conceding that the economic outlook has improved. But Deutsche Bank, in a new update of its house...