Macro Madness Ended
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Tweets shared in the space
$FRC First Republic Bank rescue plan explained https://t.co/XRk21cYnfu
— Nostra, House of Dumbass ( @Nostre_damus ) Mar 18, 2023
Midsize U.S. Banking Coalition in letter to regulators: “Despite the general health & safety of the banking industry, confidence has been undetermined in all but the largest banks. Confidence in our banking system as a whole must be swiftly restored. If another bank fails,… https://t.co/kjZg5obKfr
— Stock Talk Weekly ( @stocktalkweekly ) Mar 18, 2023
⚠️ BREAKING: MIDSIZE US BANKS ASK FDIC TO INSURE ALL DEPOSITS FOR 2 YEARS.
— Breaking Market News ( @financialjuice ) Mar 18, 2023
MID-SIZE BANK COALITION IN A LETTER TO REGULATORS: MIDSIZE US BANKS ASK FDIC TO INSURE ALL DEPOSITS FOR 2 YEARS.
— Breaking Market News ( @financialjuice ) Mar 18, 2023
A large number (>20) of Private Jets landed in Omaha yesterday afternoon Jets flew from HQs of Regional Banks, Ski Resorts & DC Did Buffett just fly all the regional bank CEOs into Omaha & offer a deal to SAVE the banks? $BRK.B $WAL, $PACW, $FRC, $ZION, $KEY, $FITB, &more 🧵 https://t.co/HNSrn7i8So
— FuzzyPanda 🇺🇦 ( @FuzzyPandaShort ) Mar 17, 2023
Here is our list of all the private jet flights into Omaha along with a potential regional bank HQ nearby. *Almost all the NetJets planes used were grounded all week long* https://t.co/vxyzSonV6d
— FuzzyPanda 🇺🇦 ( @FuzzyPandaShort ) Mar 17, 2023
Omaha Private Jets we tracked flew to and from the HQ's near the following Regional Banks: $PACW $WAL $FRC $ZION $KEY $FITB $VHN $HBAN $UMBF $ALLY $PNFP $EWBC $RF $MTB $ASB $SF $MOFG $NTRS $BMO Note - don't know which banks are in Nola; Fort Wayne, IN; Denver; Milwaukee; Vegas https://t.co/6dXabWstyU
— FuzzyPanda 🇺🇦 ( @FuzzyPandaShort ) Mar 17, 2023
Buckle up, Buttercups. 8 Months 6 Economic Realities 3 Lifestage Priorities 1 (Uncertain) Judicial Ruling “The Consumer” confounds in 2023 🧵(/15) & 📈📉📊⤵️
— Neely ( @NeelyTamminga ) Mar 02, 2023
All consumer purchases begin with an economic reality and consider a lifestage priority. “How is the Consumer?” you ask. We respond, “Which Consumer?” We see six different economic realities facing consumers in the first eight months of this year.
— Neely ( @NeelyTamminga ) Mar 02, 2023
January 🗓️ Retirees are vibing this year with an average increase of $216/month in social security benefits expanding the capacity to spend. (Looking at you restaurants! That’s a lot of grandkid meals.) https://t.co/TtAuRjsgzE
— Neely ( @NeelyTamminga ) Mar 02, 2023
February 🗓️ Tax refunds kicked off strongly with more refund dollars returned to taxpayers than last year. https://t.co/tYDcnrflAR
— Neely ( @NeelyTamminga ) Mar 02, 2023
March 🗓️ SNAP benefits are slated for modification to the downside with a $95/month headwind for 40M+ recipients… …at a time when food costs remain elevated. 🫣 https://t.co/ReiCDI1hU9
— Neely ( @NeelyTamminga ) Mar 02, 2023
April 🗓️ We believe most households benefit from a wacky math situation between the old and the new W4 withholding instructions. Except the $100K-$200K Marrieds.. they’ve likely been withholding too little (meaning an unwelcome tax bill is around the corner). https://t.co/ZsdHN0XlpH
— Neely ( @NeelyTamminga ) Mar 02, 2023
May 🗓️ The Federal health emergency is set to end May 11 which triggers changes including about 17M households accessing low/no cost healthcare through Medicaid no longer eligible to do so. (States can actually stop paying in April.) Will job seekers explode higher? https://t.co/7jxwzxnk1s
— Neely ( @NeelyTamminga ) Mar 02, 2023
June, July, August 🗓️ Will student loan forbearance end in repayments or forgiveness? It’s in SCOTUS’s hands. We’re Team Uncertain on the ruling. https://t.co/lvxgWDseTW
— Neely ( @NeelyTamminga ) Mar 02, 2023
*Loan to deposit ratio at community banks show that as deposits exploded, loans have plunged They’re drowning in liabilities (deposits what they owe interest on) meanwhile loans (their assets) are anemic But this has been a systemic problem and only going to worsen https://t.co/pCBqIOWqCf
— Adem Tumerkan ( @RadicalAdem ) Mar 18, 2023
📣📣📣🔈🔈🔈Here’s a recording of the space we just had. Please retweet 🔔🔔🔔 We have several journalist’s from MSM outlets on the call!! Keep [email protected] @ParrotCapital @beefwellingtoni @StockJabber @9thdecimal @BitcoinTina @Bitfinexed https://t.co/HOnWQ5ZqEa
— 🇺🇸 Daniel Mandia ( @DanielMandia2 ) Mar 18, 2023
Let's play fetch. $INTC https://t.co/7urSG4lnhW
— DexterTrades ( @DexterTrades ) Mar 18, 2023
Wholesale used car px up 3.7% unadjusted in Feb and 3.8% in first half of Mar. Will be tough to get a strong, positive seasonally adjusted used cars print in the March CPI (high hurdle), but Apr/May hold a lot of upside potential. https://t.co/CbNo1IgrkW
— Omair Sharif ( @fcastofthemonth ) Mar 18, 2023
*97% OF SILICON VALLEY BANK $SIVB DEPOSITS (TOTALING $150 BILLION) EXCEED THE $250K FDIC DEPOSIT INSURANCE GUARANTEE https://t.co/wuYB1EhcwJ
— Stock Talk Weekly ( @stocktalkweekly ) Mar 10, 2023
Here’s what to watch in the world economy this week https://t.co/9nslwTosvm
— Bloomberg Markets ( @markets ) Mar 18, 2023
FED TO CONSIDER A PAUSE AS FALLOUT FROM SVB ROILS MARKETS
— FXHedge ( @Fxhedgers ) Mar 19, 2023
So @CaitlinLong_ of Custodia Bank warned regulators about the risk of specific bank runs months ago. Meanwhile, her bank applied for Fed access and wanted to have 108% of customer deposits in reserve (able to withstand a full bank run) and the Fed wouldn't give them access.
— Lyn Alden ( @LynAldenContact ) Mar 17, 2023
(ELEMENTARY) BANKING LESSON FOR TECHNORADISHES Higher interest rates may be detrimental for (some) banks' assets, but they are BENEFICIAL for bank revenues, as bank get the "float" PLUS the differential which was close to 0 until recently. Rates at >4% are exceptionally good.
— Nassim Nicholas Taleb ( @nntaleb ) Mar 18, 2023
Warren: Did you order the Code Red?! Powell: …You want me on that wall. You need me on that wall… (Scripts that run through my head while listening to Congressional testimony.) https://t.co/KAtpSiHMin
— Neely ( @NeelyTamminga ) Mar 07, 2023
...February's surge in new home completions (outta construction backlog that remains at ATHs) hits just in time – should put further downward pressure on housing inflation, much to the Fed's relief 😮💨: CPI housing/OER/rent (https://t.co/TijbAS9buc) https://t.co/GviTCjDu3p $xhb https://t.co/yh3FlBJBBn
— Anthony Bardaro ( @AnthPB ) Mar 16, 2023
@TradersRetreat on March 29, #Congressional hearings begin over the #Bank Failures. If anything else even hints as being broken after #FOMC they will be easy targets if an #InterestRate increase happens. #FederalReserve #jeromepowell #Congress #Banking https://t.co/LS5hUs4FxB https://t.co/SvZttddCF0 https://t.co/dMgH4rCLlJ
— Joseph Angelo ( @Beachdudeca ) Mar 18, 2023