Biden Administration Staggers Toward a Debt Default
Whether we have Donald Trump or Joe Biden in the White House next Christmas, the US seems to be on a trajectory to a financial crisis...
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The Institutional Risk Analyst
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Banks | Markets | Fintech
R. Christopher Whalen
- Jul 28
- 5 min
Washington Trip Notes; Mr. Cooper & PennyMac Financial
The last Treasury Secretary that tried to extend the maturities of US government debt was Jack Lew (2013-2017). Yellen missed an opportunity
640 views
R. Christopher Whalen
- May 1
- 6 min
The False Narrative on First Republic Bank
Until Chairman Powell comes clean with the Congress and the American people, more banks will inevitably fail.
5,149 views
R. Christopher Whalen
- Apr 26
- 6 min
Who Killed First Republic Bank?
The Treasury and Fed cannot admit fault for fear of bringing the whole house of cards crashing down.
3,260 views
R. Christopher Whalen
- Nov 17, 2022
- 7 min
Extension Risk Threatens US Banks
There are literally dozens of banks in the US made insolvent by the policy moves of the FOMC over the past year.
1,197 views
R. Christopher Whalen
- Nov 2, 2022
- 6 min
Terminal Rates & Conflicted Economists
The cult of ever falling interest rates goes back 50 years and spans the terms of Fed chairs back to Alan Greenspan and Paul Volcker...
695 views
R. Christopher Whalen
- Sep 18, 2022
- 9 min
Inflation, Politics & Fed Chairmen
As the scale of Fed open market operations grew since 2008, volatility has increased, rendering the adjustment from QE to QT problematic
1,029 views
R. Christopher Whalen
- Apr 26, 2022
- 6 min
Deflation, Not Inflation, is the Threat
Xi Jinping in China and Putin in Russia have turned their backs on the global economy to retain power
1,139 views
R. Christopher Whalen
- Feb 14, 2022
- 6 min
The Curse of Humphrey Hawkins
If you consider QE “stimulus” inflationary, then Fed policy actually accelerated inflation in the November-January period.
859 views
R. Christopher Whalen
- Oct 6, 2021
- 5 min
Powell Reappointment Still Likely
Amidst the yelling and screaming of Elizabeth Warren, we suspect that Jay Powell will survive the crisis
409 views
R. Christopher Whalen
- Sep 13, 2021
- 7 min
Debt Ceilings & Interest Rate Floors
When Treasury market yields trade and stay negative, look for the Federal Reserve Board to come to the rescue of MM funds and banks.
827 views
Christopher Whalen
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