May 15, 2023

Intensifying Credit Crunch

The Chart shows that usage of the three #Fed emergency facilities remains high and the flight to quality persists. Yet small #bank deposit outflows are slowing. Stock and bond markets are calm. Is the crisis at a late stage or will the #credit crunch intensify, forcing the Fed to back off?

Similar articles

What Will Drive Equities: Positive EPS Surprises Or Looming Recession?
U.S. Themes And Strategy

What Will Drive Equities: Positive EPS Surprises Or Loomi.

The Chart shows that earnings surprises, which lead forward EPS, rose sharply in Q1. Is this sustain.
The Debt Ceiling Drama Unfolds!
Geopolitical Strategy

The Debt Ceiling Drama Unfolds!

As the debtceiling deadline nears, does deeper market volatility loom? Which way will equities and T.
Commercial Real Estate: Different This Time?
U.S. Themes And Strategy

Commercial Real Estate: Different This Time?

The #CRE sector looks headed for a brutal downward adjustment, judging from ominous remarks by both .

TRIAL ACCESS

Alpine Macro research is available to qualified investment professionals on a complimentary evaluation basis. If you’d like to request trial access, please complete the form below.