Jump to content

Jimi

Members
  • Posts

    12,634
  • Joined

  • Last visited

  • Days Won

    88

Everything posted by Jimi

  1. Which is fortunate for insiders, because the increasing urgency betrayed by examiners signaled the need for insiders to sell their shares, and monetize their equity before its collapse.
  2. The proof that there is no crisis is the fact that distressed parties are finding support....
  3. "We are from the federal government JPMorgan Chase, Bank of America & Goldman Sachs, and we are here to help you."
  4. I dunno... but if a couple American banks fail, and then a big Swiss bank shudders, wouldn't it be past time for something in Japan to flounder? MAJOR FOREIGN HOLDERS OF TREASURY SECURITIES (in billions of dollars) HOLDINGS 1/ AT END OF PERIOD Jan Dec Nov Oct Sep Aug Jul Jun May Apr Mar Feb Jan Country 2023 2022 2022 2022 2022 2022 2022 2022 2022 2022 2022 2022 2022 ------ ------ ------ ------ ------ ------ ------ ------ ------ ------ ------ ------ ------ Japan 1104.4 1076.3 1082.3 1064.4 1116.4 1196.0 1230.7 1232.7 1219.9 1215.0 1229.0 1303.0 1299.9 China, Mainland 859.4 867.1 870.2 877.9 901.7 938.6 939.2 938.8 951.8 976.0 1013.2 1028.7 1033.8 United Kingdom 668.3 654.5 645.8 641.3 664.8 646.5 636.6 617.3 636.5 614.3 636.5 627.0 610.7 Belgium 331.1 354.3 332.9 327.2 325.0 287.8 285.4 273.5 268.2 255.6 264.5 258.4 243.0 Luxembourg 318.2 329.4 311.1 298.4 299.9 308.4 306.5 309.3 296.5 296.2 303.2 316.4 313.0 Switzerland 290.5 269.7 266.5 258.4 273.3 290.6 283.1 291.5 287.1 268.0 270.7 278.0 295.4 Cayman Islands 285.3 283.8 283.5 291.7 301.5 308.6 293.4 302.3 295.4 292.5 293.9 275.9 272.1 Canada 254.1 215.1 228.7 218.2 199.9 228.2 227.9 206.2 225.5 234.7 236.5 224.1 217.6 Ireland 253.4 254.8 250.3 245.1 265.4 275.6 277.5 285.6 288.8 309.7 315.9 314.9 308.6 Taiwan 234.6 225.5 223.9 214.6 215.3 231.5 238.2 232.3 229.1 226.9 236.9 247.0 247.1 India 232.0 224.1 219.0 213.0 212.6 221.2 212.0 208.8 203.7 199.0 199.8 199.8 198.6 Hong Kong 226.8 221.0 201.0 185.0 178.7 189.8 192.8 187.3 185.6 195.0 207.7 205.4 225.6 Brazil 214.0 217.4 225.9 220.1 221.8 227.3 232.9 226.1 228.4 229.2 233.3 237.4 236.1 Singapore 187.6 182.9 186.2 175.8 176.4 188.3 187.2 180.9 177.1 182.1 190.9 192.0 191.6 France 183.9 189.0 203.6 217.4 206.7 232.7 231.8 236.3 242.5 242.9 246.0 238.7 232.9 Saudi Arabia 111.0 119.7 121.4 120.7 121.0 122.1 121.6 119.2 114.7 115.7 115.5 116.7 119.4 Korea 105.8 102.9 100.3 98.7 104.9 117.5 111.9 111.9 115.3 117.3 118.9 121.9 123.8 Norway 104.4 92.0 97.7 95.7 99.6 111.1 112.5 112.9 109.0 115.6 116.7 120.1 115.8 https://ticdata.treasury.gov/Publish/mfh.txt
  5. She acknowledged that inflation has outpaced ECB’s December estimates, revealing its ungrounded optimism; and then immediately supplies a rosy soft-landing return to 2.0% target by 2025.
  6. The arsonists are promising to backstop the prairie fire with unlimited flammable liquidity.
  7. “Our Tier-1 stuff is so… Swiss… that we are going to take $54 billion in loans just as a public flex to prove how liquidy & above average some ratios are… or something.”
  8. Going to throw something out without having thought it through. The Chinese-negotiated rapprochement between Iran & Saudi Arabia signed in the past week surprised me. Maybe it's an empty note, maybe it's a watershed that diplomatically signals China's ascension/America's decline/Iran's Reemergence/Saudi's Swapping sponsors. On the back of that, headlines have it that the Saudi pocketbook that had backed Credit Suisse isn't going to provide such backing anymore. Are these development related? That is, are we going to see a shift in petrodollar clout - including Iran's - out of Western banks & assets in favor of an Asian future? I dunno. But the timing is exquisite.
  9. UPDATE (REUTERS): EU OFFICIALS BELIEVE THEY BECOME INVISIBLE WHEN THEY PLACE HANDS OVER EYES
  10. Uhh... I was to understand that bank crises were scheduled for Thursday & Fridays, so that bailouts could be orchestrated over weekends?
  11. Mr. Coleman, Very much enjoyed your discussion on Lead/Lag. I would provide a link, but I don’t have one of my teenagers nearby to assist with that.
  12. Talked to a friend with a sig-o whose business account is at First Republic. He needs to carry large balances periodically for that business: buys & sells expensive stuff for clients. They swept cash out today to bring the balance down to $250k. Doubt he’s alone. Told him to shop for a new bank with supplemental insurance or the sweep arrangement Sandy referenced. I don’t believe the USG can backstop uninsured deposits everywhere and if SHTF, only the biggest money centers get in a federal lifeboat. Fielded an inquiry about Schwab from another - share price suffering and concerns about bank/brokerage divide. I think there’s anxiety today despite actions & reassurance.
  13. I don't know how you assure no losses will be born by taxpayers, while simultaneously affording access to all deposits..
×
  • Create New...