• Mar 28, 2023
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  The LDI scandal in London in Oct, then it's rolled over to regional banks, then it's rolled into CS, Deutchebank elevated, MetLife, Lincoln Financial CDF, and then commercial realestate loans. This is clearly a rolling credit crisis, said Larry MacDonald.

  
  

  The Fed is stuck in a 'fighting inflation' narrative which they have to stick to because it's a very public narrative, they've preached it. The credit risk is about to veto the Fed policy battle.
  

   

  It's really spread out. Banks, insurance companies, and all kinds of people own these bonds that were sold at 1-2% and are now at like .80.
  
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  <div>Rolling</div><div><br></div><div>The LDI scandal in London in Oct, then it's rolled over to regional banks, then it's rolled into CS, Deutchebank elevated, MetLife, Lincoln Financial CDF, and then commercial realestate loans. This is clearly a rolling credit crisis, said Larry MacDonald.</div><div><br></div><div>The Fed is stuck in a 'fighting inflation' narrative which they have to stick to because it's a very public narrative, they've preached it. The credit risk is about to veto the Fed policy battle. <br></div><div> </div><div>It's really spread out. Banks, insurance companies, and all kinds of people own these bonds that were sold at 1-2% and are now at like .80. <br></div>

  Rolling

  
  

  The LDI scandal in London in Oct, then it's rolled over to regional banks, then it's rolled into CS, Deutchebank elevated, MetLife, Lincoln Financial CDF, and then commercial realestate loans. This is clearly a rolling credit crisis, said Larry MacDonald.

  
  

  The Fed is stuck in a 'fighting inflation' narrative which they have to stick to because it's a very public narrative, they've preached it. The credit risk is about to veto the Fed policy battle.
  

   

  It's really spread out. Banks, insurance companies, and all kinds of people own these bonds that were sold at 1-2% and are now at like .80.
  

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