As the banking sector is in the news again, investors wonder about an increase in borrowing from the Fed and possible restrictions on the horizon.
Jan 22
Pricing in Trump’s Speech at Davos
All eyes have been on President Trump’s address at the World Economic Forum. Michael Zezas, our Deputy Global Head of Research, and Ariana Salvatore, our Head of Public Policy Research, talk about potential implications for policy and the U.S. outlook.Read more insights from Morg ... Show More
8m 40s
Mar 2023
The Huge Significance of Small Banks
Torsten Slok had been firmly in the “no landing” camp of economists. More positive than a “soft landing,” its adherents say the Federal Reserve will tame inflation without triggering a recession at all. But for Slok, chief economist of Apollo Global Management, that all changed w ... Show More
39m 43s
Apr 2023
Here Are the Signs of a Slow-Moving Credit Crunch
The big headlines from March's banking crisis have receded and balances at some of the Federal Reserve's emergency lending facilities, like the discount window, are starting to fall. But if you look closely, there are still signs of strain in the depths of the financial system. A ... Show More
45m 51s
Aug 2023
Hyun Song Shin on the New Financial Stability Risks
<p>At Jackson Hole, the Kansas City Fed's annual gathering for economists and central bankers, there's a lot of focus on the short-term path of monetary policy. But, of course, the Economic Symposium is supposed to be about long-term policy frameworks. And central bankers aren't ... Show More
41m 19s
<p>On today’s show we are talking about signs of stress in the construction industry. </p>
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<p>It’s no secret that many developers have put projects on hold as a result of higher interest rates. </p>
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<p>When we talk about counter party risk, that term conju ... Show More