The Macro Trading Floor

First Republic Under Stress, Now What?

Apr 30, 2023

43:12

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Episode notes

Introduction

4min

The Sell Off in First Republic

3min

The Relationship Between the Banking Crisis, the FDIC and the US Federal Government

2min

Fiscal Deficits and the Inflation Reduction Act

4min

The US Deficit Forecast Never Materializes

3min

The Fed Is Losing Control of T-Bills

3min

The Fed's Debt Ceiling Date

6min

The Bank of Japan Moved the Narrow Rhetorically

6min

The Importance of Monetary Policy in Japan

3min

10.

The Best Way to Play the Bank of Japan Trade

2min

11.

The Japanese Stock Market Is Doing Well

2min

12.

The Risk of the Debt Ceiling Hitting Markets

3min

13.

Macroeconomic Analysis: How to Trade Imminent Rate Cuts

2min

Subscribe To The Macro Trading Floor: https://www.youtube.com/channel/UCFk1qCySNf2FIzIidVVW81A -- On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the continued banking turmoil as First Republic Bank lost around $100 Billion in deposits & saw its stock plunge over 95%. How will this impact loan growth & credit creation in the economy, and how will that in turn impact markets? To hear all this & more, you'll have to tune in! -- Follow Andreas: https://twitter.com/AndreasSteno Follow Alf: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://www.themacrocompass.com/ Subscribe To Steno Research: https://stenoresearch.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.