Discover and read the best of Twitter Threads about #SVBank
Most recents (4)
🧵/ You can choose whether to look at the moon or at the pointing finger instead
With #CreditSuisse #SVBank at al. getting pumped back to life by the State, we should start asking whether the state-bank alliance makes much sense anymore
BANKING IS BROKEN, HALLELUJAH 👇
With #CreditSuisse #SVBank at al. getting pumped back to life by the State, we should start asking whether the state-bank alliance makes much sense anymore
BANKING IS BROKEN, HALLELUJAH 👇
1/ The fact that #SVBank failure was a shock for markets tells a lot about the quality of markets (and regulators)
Below, an extract from SVB's regulatory disclosures. What was the regulator doing instead of observing the most classic of bank’s maturity mismatches?
Below, an extract from SVB's regulatory disclosures. What was the regulator doing instead of observing the most classic of bank’s maturity mismatches?
2/ I don't want to go all the way to conspiracy theory, but who was extracting the most value from #SVBank, or in other words who had more (short-term) incentives for SVB to keep operating as it was?
Below, another extract. Hint: not only tech benefited from low IR...
Below, another extract. Hint: not only tech benefited from low IR...
Treasury Secretary, Janet Yellen has dropped the ball.
Where has she been?
A timeline 🧵🪡
Where has she been?
A timeline 🧵🪡
March 2023:
“The American banking system is safe and well-capitalized, it’s resilient. Americans can have confidence in the safety and soundness of our banking system."
- #JanetYellen
“The American banking system is safe and well-capitalized, it’s resilient. Americans can have confidence in the safety and soundness of our banking system."
- #JanetYellen
3/7/2023
“Climate Change could trigger asset value losses, harming US economy.”
- #JanetYellen
reuters.com/world/us/yelle…
“Climate Change could trigger asset value losses, harming US economy.”
- #JanetYellen
reuters.com/world/us/yelle…
Herkese günaydın 🤗 öncelikle dün açıklanan makro verilerden bahsedelim.Perakende satışları,ABD'deki perakende satışlarının Şubat 2023'te, piyasa beklentilerine göre %0.3 azalması beklenirken %0.4 düştüğü açıklandı.
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Ocak ayında da %3.2 artış yaşanmıştı.En büyük düşüş mobilya mağazalarında (%2.5), yiyecek-içecek hizmetleri sektöründe (%2.2), çeşitli perakende satış noktalarında (%1.8), otomobil ve parça satıcılarında (%1.8)
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giyim mağazalarında (%0.8) ve benzin istasyonlarında (%0.6) yaşandı.Bununla birlikte, online perakendecilerde (%1.6), sağlıkta (%0.9), yiyecek-içecek mağazalarında (%0.5%), genel mal mağazalarında (%0.5) ve elektronik ve ev aletlerinde (%0.3) artış görüldü.
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🔴 #Bankencrash #SVBank
Un tsunami financier risque de déferler sur le monde.
Paradoxalement, dans le cas d'une telle catastrophe, les pays les plus protégés seraient les pays pauvres et les pays riches en ressources naturelles. L’Occident sera le plus touché et de toutes 🔽
Un tsunami financier risque de déferler sur le monde.
Paradoxalement, dans le cas d'une telle catastrophe, les pays les plus protégés seraient les pays pauvres et les pays riches en ressources naturelles. L’Occident sera le plus touché et de toutes 🔽
2.
les superpuissances mondiales, la Russie serait la plus susceptible de bénéficier d'une crise financière mondiale. Si ça se trouve à cause de l’imbécillité suicidaire de l’Occident, #Poutine se retrouvera propulsé au sommet du monde. À quoi ressemblerait un Bretton Woods II 🔽
les superpuissances mondiales, la Russie serait la plus susceptible de bénéficier d'une crise financière mondiale. Si ça se trouve à cause de l’imbécillité suicidaire de l’Occident, #Poutine se retrouvera propulsé au sommet du monde. À quoi ressemblerait un Bretton Woods II 🔽
