25 April 2023

UNCERTAINTY UNBOUND

 

. @WSJ #banks #banking #firstrepublic #economy #markets #econtwitter @firstrepublic
Twitter · 1 day ago
The rollercoaster in the US 2-year (and other maturities) continues with the yield back at 4.00% (1-month chart below). To avoid coming across as a broken record, I will not detail the importance for the good functioning of the #economy and #markets of monetary policy better…
Twitter · 10 hours ago
From Bloomberg and further to yesterday’s tweet on First Republic. The price reaction (the stock is indicated down some 20%) is a reflection of markets recognizing that deposit stabilization is necessary but not sufficient. The bank also faces other challenges, including on…
Twitter · 15 hours ago
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The bond market recognizes that there is a lot of uncertainty: Allianz's Mohamed El-Erian
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The bond market recognizes that there is a lot of uncertainty: Allianz’s Mohamed El-Erian

Mohamed El-Erian, Allianz and Gramercy advisor and president of Queens’ College, Cambridge, joins ‘Squawk Box’ to discuss the upcoming earnings results this week and more.
MON, APR 24 202310:43 AM EDT
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