First Republic Under Stress, Now What?
The Macro Trading Floor
The Sell Off in First Republic
The most recent sort of live data that we can get on this deposit crisis actually hints that the crisis is slowly but surely abating rather than the opposite. I think that is one of the reasons why we don't see these spillovers to broader regional bank ETFs. Large cap banks both in Europe and in the US etc. It seems like the crisis happened a few weeks ago and not this week in a sense. So there will be some time needed but I think the direction of travel is pretty clear. Growth is going to decelerate pretty rapidly.
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