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Primary Dealers' Volume Hits Record High, Eclipsing COVID and GFC Peaks
Treasury holdings also near a record; cue the discussion of potential SLR relief for banks
Apr 17
•
Adam Josephson
1
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Primary Dealers' Volume Hits Record High, Eclipsing COVID and GFC Peaks
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What Happened to the Growth in Bank Deposits?
Also, an update on recent bank commentary on credit line draws
Apr 16
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Adam Josephson
3
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What Happened to the Growth in Bank Deposits?
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Bank Lending to NDFIs Continues to Surge; What's Going On?
Yet again, primary dealers are central to the story; Jamie Dimon explained it on Friday
Apr 13
•
Adam Josephson
4
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Bank Lending to NDFIs Continues to Surge; What's Going On?
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Thursday Thread: Continued Signs of Funding Tightness
Broker-dealers remain quite busy
Apr 10
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Adam Josephson
3
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Thursday Thread: Continued Signs of Funding Tightness
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The Seeds of the Next Crisis
No, not just 'Liberation Day'
Apr 7
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Adam Josephson
6
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The Seeds of the Next Crisis
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February 2025
The Shifting Central Bank Sands
BIS: “It is essential to resist pressures to use monetary policy to stabilize financial markets.”
Feb 9
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Adam Josephson
3
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The Shifting Central Bank Sands
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The Fed Continues to Focus on Risks Associated With NDFI Lending
NDFIs and hedge funds the subject of this year's "exploratory analysis" of the banking system
Feb 6
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Adam Josephson
3
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The Fed Continues to Focus on Risks Associated With NDFI Lending
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December 2024
Houses or Packaged Food, Anyone? Some Earnings Notes...
Ongoing consumer spending weakness and intensifying FX pressures among the themes
Dec 19, 2024
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Adam Josephson
1
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Houses or Packaged Food, Anyone? Some Earnings Notes...
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CPG Trends Continue to Deteriorate
General Mills cut its fiscal 2025 guidance virtually across the board owing to higher price promotions
Dec 18, 2024
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Adam Josephson
5
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CPG Trends Continue to Deteriorate
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FDIC's 3Q Quarterly Banking Profile Highlights Banks' Increasing Exposure to NDFIs and Substantial Exposure to Fluctuations in Interest…
Loan growth to the real economy remains minimal
Dec 13, 2024
•
Adam Josephson
2
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FDIC's 3Q Quarterly Banking Profile Highlights Banks' Increasing Exposure to NDFIs and Substantial Exposure to Fluctuations in Interest Rates
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Real Average Weekly Earnings Remain Stagnant Post-Pandemic
The divergence between earnings and household net worth continues to grow
Dec 11, 2024
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Adam Josephson
7
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Real Average Weekly Earnings Remain Stagnant Post-Pandemic
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How Much of the Growth in Health Care Spending is Coming From Medicare and Medicaid?
Answer: a lot
Dec 9, 2024
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Adam Josephson
3
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How Much of the Growth in Health Care Spending is Coming From Medicare and Medicaid?
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