
Tough Spot For Fed + SVB Coffee Crisis Chat
MRKT Matrix
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What's the Biggest Thing About QE?
Danny and Vinny: I would just maybe accentuate a couple of things to both Danny and Vinny said. It's liquidity that eventually kills a financial institution this time around it wasn't the credit risk it was interest rate risk that is killing the industry, they say. Robby Mertens: The reason she buys is always to go back to the GFC right that cycle was about credit. He says we're talking about Silicon Valley bank which went out and added a hundred billion dollars of securities in two years. And he thinks what happened last night with treasury account guarantee program was basically good for depositors who never thought they could lose money.
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