If you look at Deutsche Bank’s balance sheet things look pretty similar to Credit Suisse before failure

by Pengufen Deutsche Bank balance sheet: https://investor-relations.db.com/files/documents/annual-reports/2023/Annual-Financial-Statements-of-Deutsche-Bank-AG-2022.pdf Credit Suisse balance sheet: https://www.credit-suisse.com/about-us/en/reports-research/annual-reports.html (2022 Consolidated financial statement) Most of their assets are illiquid and their reserve and cash on hand balance has shrunk by about 50% from a year ago. The same thing happened to …

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The Fed has increased the Fed funds rate quite a bit but they’ve only shrank their balance sheet by 5% and things are already breaking

by BoatSurfer600 Source: https://markets.businessinsider.com/news/stocks/recession-warning-economic-outlook-inverted-yield-curve-fed-rate-hike-2023-1 Morgan Stanley Warns US equities could slump another 22% from current levels — Goldman’s Kostin also sees 2023 earnings estimates as too high (Bloomberg)

When the #Fed uses the Fed Funds Rate to tighten, they put the strain on Main Street. When they use the balance sheet, they put the strain on Wall Street. Guess which one they have been using?

So true David! The real tightening hasn't even begun: https://t.co/Pz753Ei7YJ — Caleb Franzen (@CalebFranzen) July 29, 2022 Fed Fund Rate: Jan 22 = 0.25%Mar +25bps = 0.5%May +50bps = 1.0%Jun +75bps = 1.75%Jul +75bps = 2.5% Expect 3.50% by end-22 …

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*UPDATE* Second week of “Quantitative Tightening” and FED INCREASED its ~$9TN balance sheet by $14 Billion, including $20BN increase in residential MBS. As we’ve exposed, FED is buying more USTs and MBS than their own principal estimates. Zero explanation. Zero justification.

*UPDATE* Second week of "Quantitative Tightening" and FED INCREASED its ~$9TN balance sheet by $14 Billion, including $20BN increase in residential MBS. As we've exposed, FED is buying more USTs and MBS than their own principal estimates. Zero explanation. Zero …

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Everything is fine, guys. We definitely don’t have $30T in debt, $9T on the Fed balance sheet, QT @ $85B/month, negative growth, red hot inflation, and historically low interest rates

by pa_p3rry https://twitter.com/WallStreetSilv/status/1528707314395631621 Its the Everything bubble of the century! This selloff is twice as fast as 2008. It took 9 months and -15% to reach the Lehman Moment. Currently the market is down -20% in 4.5 months. I say …

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The Fed has more money on its balance sheet (8.9 trillion) then the total value of all 401ks in the United States (7.3 trillion as of 9/21).

by Jmeshareholder 5 trillion of that was added to the Fed’s balance sheet since Feb. 2020: https://fred.stlouisfed.org/series/WALCL 401k balances: https://www.ici.org/401k —— But oh ya, inflation is only happening because the ships and ports and all that jazz. Definitely not also because of …

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Confirmed: Fed balance sheet is going to $20 trillion

https://twitter.com/WallStreetSilv/status/1499070601218166788 https://twitter.com/WallStreetSilv/status/1499003433927553025 It's Mar., when the @federalreserve said they would end QE. Yet, today, they did the equivalent of $55bn/month in QE (at the peak of the '09 Global financial Crisis, B. Bernanke did $85bn/month in QE). THIS. IS. RECKLESS. …

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Fed Minutes Flag Chance of Earlier Hikes, Balance-Sheet Rundown (When Jay Powell Speaks, People Listen [Dow Drops, 10Y T-yield Increases])

by confoundedinterest17 Federal Reserve officials said a strengthening economy and higher inflation could lead to earlier and faster interest-rate increases than previously expected, with some policy makers also favoring starting to shrink the balance sheet soon after. “Participants generally noted …

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China’s property developers are missing payments on OFF BALANCE SHEET DEBTS such as high-yield consumer products, secretive loans and private bond guarantees…. Situation is FUBAR.

China’s property developers are struggling to pay bills that many of their bond investors didn’t know were there in the first place. Missed payments on off-balance sheet IOUs such as high-yield consumer products, secre­tive loans and private bond guarantees have …

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