report April 27, 2023 FRC | Game theory, bank runs & plea deals We try to identify the Nash equilibrium bailout for First Republic Bank.... By Alessio Farhadi Speevr Intelligence
report April 26, 2023 FRC bailout #2 | Suing the auditors (KPMG) Limited scope for regulatory forbearance as auditors come under pressure on fair value disclosures. ... By Alessio Farhadi Speevr Intelligence
report April 19, 2023 US Banks | Unnamed entity independently identified We also examine the new Apple-Goldman Sachs high interest savings account.... By Alessio Farhadi Speevr Intelligence
report April 11, 2023 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.... By Alessio Farhadi Speevr Intelligence
report March 31, 2023 (1) De-dollarization | Swiss Banking | Block (SQ) shorts Why the sudden kerfuffle on the dollar's demise?... By Alessio Farhadi Speevr Intelligence
report March 30, 2023 Money Markets | Banking Crisis The lead generation product of the asset management industry.... By Alessio Farhadi Speevr Intelligence
report March 21, 2023 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... By Alessio Farhadi Speevr Intelligence
report March 20, 2023 Tarullo | Bank capital and Treasury market Can you guess the next limping gazelle?... By Alessio Farhadi Speevr Intelligence
report March 15, 2023 Credit Suisse | From bailouts to bail-ins A quick overview of bail-in bonds to protect depositors.... By Alessio Farhadi Speevr Intelligence
report March 13, 2023 SVB | Quick thoughts, more later Is it a bailout? And what next?... By Craig Reynolds Speevr Intelligence
