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Steno Signals #41 – Deutsche, Deustche alles ist vorbei?
Deustche Bank is selling off rapidly without an evident trigger event. What is going on? Is the crisis spreading to Europe and will it turn into a…
AndreasStenoLarsen
Mar 26
18
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Steno Signals #41 – Deutsche, Deustche alles ist vorbei?
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European bank loan books look WORSE than US peers
Europe is better equipped to deal with a liquidity crisis than the US, but if this evolves in to a credit crisis, which is a fair assumption by now…
AndreasStenoLarsen
Mar 25
17
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European bank loan books look WORSE than US peers
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Here are 3 ways to track the deposit flight
The deposit flight continues and further banks will be faced with stress scenarios unless the tide turns in flows. Here is how we track the deposit…
AndreasStenoLarsen
Mar 24
14
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Here are 3 ways to track the deposit flight
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Fed LIVE Blog from Steno Research
The Fed is yet to understand the ROOT cause of the crisis. Follow our LIVE-blog through the afternoon / evening!
AndreasStenoLarsen
Mar 22
11
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Fed LIVE Blog from Steno Research
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Will the Fed cut by 2% before year-end?
The cutting cycle looks more and more likely by the day and we find that the Fed needs to cut by 200 bps to stabilize the deposit base of banks. Here is…
AndreasStenoLarsen
Mar 20
22
2
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Will the Fed cut by 2% before year-end?
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Something for your Espresso: Bye bye to AT1 investors
The Fed is likely to hike on Wednesday even if markets are screaming that they should rather cut. The first stages of the crisis playbook are playing…
AndreasStenoLarsen
Mar 20
25
3
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Something for your Espresso: Bye bye to AT1 investors
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Steno Signals #40 – The banking crisis is likely to accelerate in coming weeks
The banking crisis will continue to rage until the Fed and the ECB accept the underlying reason for the deposit flight. Banks cannot cope with an…
AndreasStenoLarsen
Mar 19
20
1
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Steno Signals #40 – The banking crisis is likely to accelerate in coming weeks
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5 Things We Watch: 5 Things You Need To Know On The Banking Turmoil
Things are about to get serious. Here are my notes after meeting banks in Spain through the day. There are reasons to worry.
AndreasStenoLarsen
Mar 15
17
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5 Things We Watch: 5 Things You Need To Know On The Banking Turmoil
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10 banks with a toxic balance sheet cocktail, if Commercial Real Estate drops further
We have moved our focus to banks with a large Commercial Real Estate exposure, which is clearly suffering as well. Find the 10 banks with the worst…
AndreasStenoLarsen
Mar 14
13
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10 banks with a toxic balance sheet cocktail, if Commercial Real Estate drops further
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FREE LIVEBLOG on the banking crisis!
Live coverage of the SVB crisis! We give you our live updates over the coming days!
AndreasStenoLarsen
Mar 13
10
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FREE LIVEBLOG on the banking crisis!
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Steno Signals #39 – Time to figure out who’s naked
SVB is nothing but a symptom of years of money growth and it is now time to figure out who else is swimming naked. Money growth is negative, and idiots…
AndreasStenoLarsen
Mar 12
16
1
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Steno Signals #39 – Time to figure out who’s naked
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Something for your Espresso: Bear Stearns 2.0?
Silicon Valley Bank is under water on the exchange and a bank-run is currently unfolding it seems. Should we be worried? A few notes from a night of…
AndreasStenoLarsen
Mar 10
27
1
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Something for your Espresso: Bear Stearns 2.0?
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