siliconvalleybank
The uncertain outlook for inflation and Fed policy has caused Treasury yields to fluctuate significantly in 2023. The Fed’s tightening has exposed weaknesses in the banking sector, as evidenced by the failure of Silicon Valley Bank (SVB), which has resulted in a surge in 10-year Treasury volatility to levels last seen in 2020 and 2008. While rising rates alone may not necessarily harm market health, the increased uncertainty surrounding the path of interest rates can have significant consequences for all market participants. Banks may struggle to accurately price lending products. Business cas...
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By Mohammed Kudrati The Reserve Bank of India [RBI] today kept its benchmark policy repo range unchanged at 6.5% for the first time after six bi-monthly rate hikes since 2022. This move was voted on unanimously at the bi-monthly meeting its six-member Monetary Policy Committee. In his address, Governor Shaktikanta Das, however, said that the RBI would be ready to adapt to any circumstances and said that the pause was for this meeting only. "Let me emphasise that the decision to pause on the repo rate is for this meeting only", he said. He explained this pause by citing financial turbulence abr...
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Silicon Valley Bank was just the beginning… $620 billion in “unrealized” losses… The US government’s dangerous new precedent… Trade your dollars for these two assets… If your bank fails, you’ll be bailed out. BUT… Q4 2022 hedge fund letters, conferences and more It’s about something much more urgent. As I’ll show you... There’s a small but real chance dozens of US banks go belly-up in the coming weeks. And what follows would destroy the value of your hard-earned savings unlike anything we’ve seen over the past few decades. I’ll lay out the facts and let you be the judge. I’ll also show you the...
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From Crisis Comes Opportunity (For the Patient Investor)From the perspective of the U.S. stock market, 2022 was a miserable year (with the S&P 500 declining 19.4%), but until recently, 2023 was shaping up to be a stronger year. January’s performance was particularly impressive, with the S&P 500 advancing more than 6%. In response, market participants cautiously began holding out hope for a soft landing. Q4 2022 hedge fund letters, conferences and more But then, seemingly out of nowhere (the way most crises seem to start), a cryptocurrency lender named Silvergate Capital Corp failed, followed b...
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By Mohammed Kudrati The collapse of five banks over 12 days has caused shockwaves throughout global financial markets. These five banks are spread across the United States and Europe. There is little to link them directly, except the general trends of central banks raising interest rates to combat inflation and COVID-19 pandemic-era easy money policies. However, their near simultaneous troubles have led to regulators across the globe hurriedly taking measures to prevent further crisis. Though not all of these five banks have failed, and a larger domino effect is yet to be observed; the pace of...
BOOM Live
Silicon Valley is dead… Wall Street won’t save these early stage startups… Silicon Valley Bank’s “trickle-up” effect… Silicon Valley Bank Goes Bust1. I’m usually fast asleep by 11 pm… but last Friday, I wanted answers. Silicon Valley Bank (SVB)—America’s 16th-largest bank—had gone bust earlier that day. Q4 2022 hedge fund letters, conferences and more I wanted to find out what was really going on… not what all the major news headlines were telling me. So I reached out to a well-respected Silicon Valley venture capitalist (VC) in my network. “How bad is the panic in startup land?” I asked. My p...
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The results of stress tests conducted by central bank show that the banking conditions in Indonesia are resilient.
JAKARTA, KOMPAS.com \- Indonesia's strong financial stability has left it unaffected by the closure of Silicon Valley Bank (SVB), Silvergate Bank, and Signature Bank in the United States, Governor of Bank Indonesia (BI) Perry Warjiyo said. "The results of our stress test simulation conclude that Indonesia's financial system stability is resilient in facing this global turmoil, including the impact of the three banks," Warjiyo said during the announcement of the results of the BI Board of Governors' Meeting in March 2023, which was monitored online in Jakarta on Thursday, March 16. Overall, the...
Go Kompas.com
Banking industry turmoil that has FHN stock well below the Toronto bank’s offer should prompt reconsideration First Horizon Corp. (NYSE:FHN) closed March 7 at $21.29. As of Wednesday, it’s down 26%, as the banking sector melts down from Silicon Valley Bank (NASDAQ:SIVB) to Credit Suisse Bank (NYSE:CS). Q4 2022 hedge fund letters, conferences and more If TD had to close the deal tomorrow, it would pay 59% more than the current share price for the Memphis, Tennessee-based bank. That would not go over too well with shareholders. So, the question is whether TD should scrap the deal altogether or r...
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New York (AFP) - Fearful Twitter posts and anxious WhatsApp exchanges coupled with online banking ease are seen as helping power an internet-age run on a pair of now-collapsed American lending institutions. Both Silicon Valley Bank and Signature Bank were hit with massive withdrawals by customers fearful of losing their money, but the speed was dizzying in an age when rumors spread like wildfire on social media and apps make moving funds with the click of a button simple. Congressman Patrick McHenry, chairman of the US House Financial Services Committee, referred to the recent turmoil as "the ...
AFP
The collapse of SVB leaves large shareholders with big losses.One of Europe’s largest pension funds is nursing a hefty loss in SVB.Two financials focused hedge funds were also large hedge funds.The question remains which financial stocks the hedge funds are shorting.5 stocks we like better than SVB Financial GroupSilicon Valley Bank’s (NASDAQ:SIVB) collapse has sent shockwaves through the financial world, particularly among hedge funds and institutions with prominent positions in the failed bank. As investors scramble to assess the damage, some of the largest players in the financial sector ar...
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