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Universal Banks | Morgan Stanley, Goldman Sachs, Charles Schwab, Raymond James & Stifel

Total noncore funding at GS was over $700 billion at the end of Q1 2022 vs $321 billion for MS.

275 views

The FOMC Embraces Debt Deflation

The deflation of 2023 is about marking down all types of real assets to the price level that equates with a non-QE world.

569 views

Short Collateral & Long Tantrums

Demand for risk-free collateral and liquidity is largely a function of how JPMorgan (JPM) CEO Jamie Dimon feels about risk on any given day

781 views

Questions for Chairman Powell

QE has created a gigantic interest rate mismatch across markets for banks, non-banks and other financial intermediaries including the GSEs

471 views

Dollar Remains World Reserve Currency

Once again the US is coming out of a global crisis as the cleanest dirty shirt in the laundry.

464 views