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...
Government bonds held at banks may be so-called ‘toxic asset’ of next financial crisis, fund manager says
Contagion fears triggered by the speedy collapse of two regional banks in less than a week is raising the risk of a crisis in confidence...
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...
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%...
Credit Suisse Bank Losses Deepen, Threatening Overhaul: WSJ
Credit Suisse Group AG reported a fifth consecutive quarterly loss and said rich customers withdrew around $100 billion in the fourth quarter, signs that the...
U.S. could be heading into period of ‘transitory disinflation,’ traders and strategists say
Hopes for a further decline in U.S. inflation this year are giving way to a risk seen in some corners of the financial market that...