Contagion and Fear Hit Credit Suisse, What’s Next?
U.S. markets sold off as fears of contagion in the banking sector have crossed the Atlantic. This morning, shares of Swiss banking giant Credit Suisse hit record lows after its largest shareholder, th...
15 Mar 20231h 3min
Ding Dong... Is QT Dead?
U.S. equities rebounded after yesterday’s SVB-driven rout, with cooling February CPI data easing investor anxieties of another interest rate hike. Maggie Lake is joined by Tony Greer, editor of the Mo...
14 Mar 202345min
Did the Banks Just Break?
U.S. markets saw more turmoil today as the fallout from Silicon Valley Bank’s failure continues to unfold. The Fed has stepped in to help depositors secure their funds from SVB and Signature Bank, and...
13 Mar 20231h 12min
Profiting From Animal Humanization
With an uncertain macro outlook for 2023, it may prove beneficial to investors to home in on the micro instead — and Eric Udoff, managing partner and co-CIO of Marlowe Partners, provides just that wit...
12 Mar 202340min
Why You Can't Fully Trust Recent U.S. Data
Recent data has shown the consumer made a comeback in the first month of the year, but as Andreas Steno Larsen reveals, that may be only half true. Watch this edition of Steno’s Signals to find out wh...
11 Mar 202328min
What the Hell Just Happened?
The U.S. added 311,000 jobs in February while unemployment rose from 3.4% to 3.6%. That quickly became background noise though, as trouble in the banking sector sparked a massive selloff in yields. It...
10 Mar 202333min
Should We Still Ride The Inflation Winners?
All eyes are on tomorrow’s jobs report as stocks struggle to hold their footing into the weekend. Maggie Lake is joined by James Davolos, portfolio manager at Horizon Kinetics, to discuss whether inve...
9 Mar 202340min
Is There a Canary in the Coal Mine?
Job openings declined in January, as Fed Chair Jerome Powell prepares the market for more rate hikes. But what are we missing? Maggie Lake is joined by Doomberg, editor of the self-titled Substack new...
8 Mar 202342min
