Stenos Signals

Home
Archive
About
NewTopDiscussion
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
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
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
The Fed is yet to understand the ROOT cause of the crisis. Follow our LIVE-blog through the afternoon / evening!
AndreasStenoLarsen
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
2
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
3
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
1
Things are about to get serious. Here are my notes after meeting banks in Spain through the day. There are reasons to worry.
AndreasStenoLarsen
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
Live coverage of the SVB crisis! We give you our live updates over the coming days!
AndreasStenoLarsen
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
1
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
1
© 2023 AndreasStenoLarsen
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing