Banks Update: Smoke vs. Fire (May 8, 2023)
05/09/23 • 16 min
Regional banks have come under another wave of stress following the failure of First Republic. Lauren Goodwin and Julia Hermann discuss the potential for ongoing bank stress, and what it means for policy and the economic outlook.
Regional banks have come under another wave of stress following the failure of First Republic. Lauren Goodwin and Julia Hermann discuss the potential for ongoing bank stress, and what it means for policy and the economic outlook.
Previous Episode
The Next Round of the Debt Ceiling Debate (May 1, 2023)
Congress is teed up for the next round of debt ceiling discussions. In this episode, Lauren Goodwin and Julia Hermann provide an update on why this year’s debt ceiling debate is so contentious, and reprise their January episode describing the broader debt sustainability backdrop.
Next Episode
Q1 2023: The Forgotten Earnings Season? (May 15, 2023)
Earnings growth is negative this quarter, but nobody’s talking about it. Lauren Goodwin and "Macro Mike" LoGalbo break down how even negative earnings growth can be better than expected, and whether market price action is reflecting these fundamentals.
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