When developments in fuel cells eventually displace lithium batteries, the billions spent to enable EVs will be shown to have been wasted
SI’s management team is taking advantage of the narrative in Washington, which is that stable coins will be a bank only product
If you consider QE “stimulus” inflationary, then Fed policy actually accelerated inflation in the November-January period.
February 7, 2022 | Last week saw the start of the reporting season for publicly listed mortgage companies, with loanDepot (LDI) and…
The Powell FOMC has lost all credibility when it comes to financial markets or managing inflation.
In the short-run rising interest rates and spreads will help bank earnings. But where is the next credit hot spot?
We think the chart below from FRED is worth any amount of words on the impact of QE on equity market valuations.
As we move into Q4 2021 earnings, keep your eyes peeled for news of restructuring of urban commercial commercial and multifamily properties
The SEC has finally decided to do the unthinkable, namely repudiate the admittedly fanciful idea of liquidity on demand at par.
We ask whether bank fundamentals are starting to catch up to the very full equity market valuations , up 40% since the end of 2020