FRC | Game theory, bank runs & plea deals
We try to identify the Nash equilibrium bailout for First Republic Bank.
FRC bailout #2 | Suing the auditors (KPMG)
Limited scope for regulatory forbearance as auditors come under pressure on fair value disclosures.
US Banks | Unnamed entity independently identified
We also examine the new Apple-Goldman Sachs high interest savings account.
US Banks | How much deposit outflows to expect?
We estimate another $400-500 billion of despots will leave the US bank over the next year.
(1) De-dollarization | Swiss Banking | Block (SQ) shorts
Why the sudden kerfuffle on the dollar’s demise?
Money Markets | Banking Crisis
The lead generation product of the asset management industry.
Suing the Swiss | Yodel-ay-hee-hoo
We explain the usual course of events, step-by-step, as Credit Suisse (AT1) bondholders prepare to sue FINMA – the Swiss banks’ regulator
Tarullo | Bank capital and Treasury market
Can you guess the next limping gazelle?
Credit Suisse | From bailouts to bail-ins
A quick overview of bail-in bonds to protect depositors.
SVB | Quick thoughts, more later
Is it a bailout? And what next?