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Showing posts with the label SVB

A self explanatory Chart. The VIX (S&P volatility), with the 2 YR and 10 YR bond yields overlaid. Comparing the selling pressure of the s&P 500 since 2020 and all the negative news to date. Are we heading towards a stock market crash?

The fed and the fdic bailout crypto (for the time being). Bitcoin goes parabolic, short end yeilds collapse in hope at extended bailouts and rate pause.

Gold and Oil go bid as a hedge against systemic risk. The Fed bails out the banking system ala 2020 bailouts and underwrites the Crypto market. Eyes on the Fed's balance sheet and inflation fight and how long they will keep cheap funding open to banks while they (Fed) increase interest rates. Or will the Fed pause?

Bond distortions showing up after the Silicon Valley Bank collapse. No bailout. Market is scrambling for safe havens: U.S. Bonds and Gold. VIX is pointing towards extreme volatility if bond holders later dump 'bonds' before the Fed's 22nd March meeting.

BITCOIN liquidates on the back of SVB Financial Group collapse and possible Venture Capitalist wipeout. Eyes on the NASDAQ and signs of a bailout. Will the Fed absorb losses or the U.S government? May cause major distortions in the bond markets.