Real Vision: Finance & Investing cover image

Did the Banks Just Break?

Real Vision: Finance & Investing

00:00

Risk Assets Look Risky Here Still?

I think we should not consider a bullish signal in the middle of risk of bank runs all over the place. The Federal Reserve changing course on rates and on liquidity because of a solvency and liquidity event in two banks so far is not a bullish signal for markets. It may be a stabilizing signal for markets, but people remember two two generations of traders that have only seen expansionary policies. And I don't see that happening anytime soon.

Play episode from 50:30
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app