Tout comprendre sur la faillite de la Si...

Après 6 ans et plus de 500 vidéos, c’est ma dernière publication sur cette chaîne. Merci à tous ceux qui m’ont suivi jusqu’ici. N'hésitez pas à me suivre sur mes réseaux personnels sur les différentes plateformes (Youtube, Podcast, Linkedin, X)Hébergé par Audiomeans. Visitez audi ... Show More

Les États-Unis viennent de perdre leur note AAA chez Moody’s. Leur dette dépasse les 36 000 milliards de dollars. Et pourtant… les marchés restent calmes. Pendant ce temps, l’Europe s’endette moins, applique des règles strictes… mais semble bien plus fragile.Qui est vraiment en d ... Show More

Le 8 juillet approche… êtes-vous prêt pour le retour des droits de douane ?Trump menace de relancer la guerre commerciale, et certains investisseurs se demandent déjà s’il faut fuir les multinationales. Dans cette vidéo, je m’appuie sur une étude très solide de Sparkline Capital ... Show More

It’s been a year since Silicon Valley Bank’s collapse left everyone worried that the US’s banking sector sat on shaky ground. Despite that turmoil, one bank stands out: JPMorgan Chase. The largest bank in the country, JPMorgan took home record profits in 2023, and its dominance l ... Show More

US regulators stepped in over the weekend to ensure that customers of the collapsed bank will have access to their insured and uninsured deposits. This is calming markets after last week's losses, with the S&P 500 set to open sharply higher and investors reducing bets on central ... Show More

Banks in the US are locked in a bitter fight with regulators. It’s all about a proposed set of rules with an unusual name, Basel III Endgame. Regulators say the rules will help avoid future banking crises. Banks say they’re overkill and could hurt everyday Americans. The FT’s US ... Show More

On today’s show we are looking at a headline article in the WSJ.  The topic is banking. Think about it. Every bank’s risk management department would have stress tested the existing loan portfolio. They would have looked at the maturity dates of each loan, and forecast what would ... Show More

Professor Itay Goldstein is joined by Hyun Song Shin, economic adviser and head of research at the Bank for International Settlements, and Loretta Mester, former President and CEO of the Federal Reserve Bank of Cleveland. Together, they explore the 2023 banking crisis, focusing o ... Show More

The Royal Bank of Scotland was once the biggest bank in the world. Then, hubris got the best of it. During the financial crisis the UK government spent £46bn to bail out the bank. Seventeen years and a rebrand to NatWest Group later, the government just sold its last shares in it ... Show More

On today’s show we are talking about the coming financial crisis. You might be wondering how I can say that. We are not seeing more bank failures since the failure of First republic Bank.  We are seeing signs of it creeping into the news headlines. Yesterday’s Wall Street Journal ... Show More

Another CRE securitized structure is reportedly causing losses for its top tier, this one in another country and from a different corner of the real estate market. This matches recent reports that big banks are quietly beginning to sell their seniors in the space. Moreover, US ho ... Show More

This week, after a week of turmoil across the banking industry, Mike & Mark discuss the collapse of Silvergate and Silicon Valley Bank. With fears mounting over the mark to market value of bank's asset's, we walk through the dynamics which led to depositors running for the exit d ... Show More

Chris Whalen, chairman of Whalen Global Advisors, returns to Forward Guidance to comment on the ample and growing earnings of the big banks (particularly JPMorgan Chase, whose stock surged over 7% on rosy net income and increasing deposits). Whalen argues that banks’ unrealized l ... Show More