Governments print too much money whenever the pain gets too great. - Michael NovogratzProbably Europ

Mar 15, 2023
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Governments print too much money whenever the pain gets too great. - Michael Novogratz

Probably European banks will do the same thing (for banks like Credit Suisse) as US (for SVB). - Bookvar

Powell was just 2 weeks ago talking about having to raise rates to 6%. Now it's Oops.

The Fed hikes rates until something breaks, and last Friday something broke, and now we're seeing lots of things break.

Banks stress testing themselves and saying It's OK we're stress testing, is truly laughable. - Sen. Warren

There are all these risks embedded in the balance sheets (of banks). - Amy

The deposits are safe, and the the banks have a wide-open window at the Fed where they can get liquidity. - El-Erian

FFed credibility is really at stake here (so they should separate the 2 issues and continue with 25points). "If you comingle these two things too much you will end up in the muddle middle. - El-Erian

Financial sector capture of monetary policy over the past few years.

Now all of us have to pay through lower bank interest and more difficult loan conditions for ... dumb CFOs. - Zeihan

The damage has already been done by decades of mistaken monetary policy on the monetary and fiscal. - Roubini

Interest payments of $10t on the debt we hold because of higher rates. - FoxNews anchor

When inflation is rising, stocks and bonds both lose money. When inflation is low, stocks and bonds make or lose money inversely. - Roubini
Update Post

<div>Governments print too much money whenever the pain gets too great. - <span class="yt-core-attributed-string yt-core-attributed-string--white-space-pre-wrap">Michael Novogratz</span></div><div><span class="yt-core-attributed-string yt-core-attributed-string--white-space-pre-wrap"><br></span></div><div><span class="yt-core-attributed-string yt-core-attributed-string--white-space-pre-wrap">Probably European banks will do the same thing (for banks like Credit Suisse) as US (for SVB). - Bookvar<br></span></div><div> </div><div><br></div><div>Powell was just 2 weeks ago talking about having to raise rates to 6%. Now it's Oops. <br></div><div><br></div><div>The Fed hikes rates until something breaks, and last Friday something broke, and now we're seeing lots of things break. <br></div><div><br></div><div> </div><div>Banks stress testing themselves and saying It's OK we're stress testing, is truly laughable. - Sen. Warren<br></div><div> </div><div><br></div><div>There are all these risks embedded in the balance sheets (of banks). - Amy</div><div><br></div><div>The deposits are safe, and the the banks have a wide-open window at the Fed where they can get liquidity. - El-Erian<br></div><div> <br></div><div>FFed credibility is really at stake here (so they should separate the 2 issues and continue with 25points). "If you comingle these two things too much you will end up in the muddle middle. - El-Erian</div><div><br></div><div> </div><div>Financial sector capture of monetary policy over the past few years.</div><div><br></div><div> </div><div>Now all of us have to pay through lower bank interest and more difficult loan conditions for ... dumb CFOs. - Zeihan</div><div><br></div><div> </div><div>The damage has already been done by decades of mistaken monetary policy on the monetary and fiscal. - Roubini<br></div><div> </div><div>Interest payments of $10t on the debt we hold because of higher rates. - FoxNews anchor</div><div><br></div><div>When inflation is rising, stocks and bonds both lose money. When inflation is low, stocks and bonds make or lose money inversely. - Roubini</div><div><br></div>
Governments print too much money whenever the pain gets too great. - Michael Novogratz

Probably European banks will do the same thing (for banks like Credit Suisse) as US (for SVB). - Bookvar

Powell was just 2 weeks ago talking about having to raise rates to 6%. Now it's Oops.

The Fed hikes rates until something breaks, and last Friday something broke, and now we're seeing lots of things break.

Banks stress testing themselves and saying It's OK we're stress testing, is truly laughable. - Sen. Warren

There are all these risks embedded in the balance sheets (of banks). - Amy

The deposits are safe, and the the banks have a wide-open window at the Fed where they can get liquidity. - El-Erian

FFed credibility is really at stake here (so they should separate the 2 issues and continue with 25points). "If you comingle these two things too much you will end up in the muddle middle. - El-Erian

Financial sector capture of monetary policy over the past few years.

Now all of us have to pay through lower bank interest and more difficult loan conditions for ... dumb CFOs. - Zeihan

The damage has already been done by decades of mistaken monetary policy on the monetary and fiscal. - Roubini

Interest payments of $10t on the debt we hold because of higher rates. - FoxNews anchor

When inflation is rising, stocks and bonds both lose money. When inflation is low, stocks and bonds make or lose money inversely. - Roubini

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