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Why The U.S. Dollar Could Fall Even In A Recession | Jens Nordvig
Forward Guidance
The Fed's Banking Tensions in Q1
The regional bank index was down 50% or something like that. And we had a couple of the smaller regional banks like Pac West, Western Alliance and so forth that look very shaky just from a stock market perspective. But on the other hand, then you look at the big banks, right? And the big banks look very stable. We can also see that like JB Morgan's earnings, I like surprised everybody from actually look like they benefit from the tension in Q1 almost. So it's a weird kind of intermediate type of tension we have where it's unclear if the Fed should really respond to that third dimension because it's like a very centered instability around these specific institutions.
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