

Fed Downplays Bank Crisis As Another Bank Teeters | Jim Bianco
27 snips May 3, 2023
Chapters
Transcript
Episode notes
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Introduction
00:00 • 2min
The Market's View on a 25 Basis Point Hike
02:11 • 2min
The Fed's Policy on the Banking Crisis
03:42 • 3min
The Fed's Statement on Banking Conditions
06:42 • 6min
The Fear of Bear Stearns
12:37 • 3min
The Banking System Is Not Going to Be Any Better
16:03 • 2min
The Fed's Attention to Credit Tightening
17:54 • 4min
The Failure of the Silicon Valley Bank
22:01 • 5min
The Fed's Investigation of Ford Motors
26:42 • 4min
The Fed and Silicon Valley Bank Leaks Out
30:51 • 4min
The Fed's Bias on Bank Failures
34:23 • 2min
The FDIC's Prediction That Bank Profitability Will Be Crushed
36:40 • 4min
The Risks of Commercial Real Estate
40:20 • 2min
The Secular Inflationist's Views on the Bank Crisis
42:07 • 2min
The Base Effect on Inflation
44:14 • 3min
The Debt Ceiling and the Federal Reserve
47:12 • 2min
The Importance of Prioritizing Payments
49:13 • 3min
The Fed Can't Save You
51:45 • 4min
The Definition of a Default
55:18 • 3min
The Roadmap to a Debt Ceiling
58:45 • 5min
The Risk of Money Markets Not Being Paid
01:03:23 • 4min
The Yield Curve for the One Month Treasury Bill
01:07:40 • 2min
How President Biden Handled the Debt Ceiling Debt Crisis
01:10:07 • 5min
The Fed and the Banking System
01:14:58 • 2min
The Fed's Trade Offs
01:17:18 • 2min
The US Banking System Is Sound and Resilient
01:19:12 • 3min
The Importance of Assessing Rates
01:22:28 • 2min
How Long Is It Going to Take to See Inflationary Pressure Longer Than Six Weeks?
01:24:39 • 2min