بهمن شفیق

۲۶ اسفند 1401

17 مارس 2023

پی نوشت: در قسمت پرسش و پاسخ در بحث مربوط به برتون وودز به اشتباه از توهم طرفداران جهان چند قطبی برای امکان ایجاد ارزی مبتنی بر «دلار» صحبت شده است. این توهم نسبت به ایجاد ارزی مبتنی بر «طلا» مد نظر بود و نه دلار.

برخی منابع مورد استفاده:

https://doomberg.substack.com/p/don-jerome?publication_id=343139&isFreemail=true

We were reminded of this brilliant sequence as federal regulators moved swiftly to crush several banks tied to the crypto industry in the past week, one after another. While we had a hunch as to how things would go when we published Pandora’s Precedent last Wednesday, even we were surprised by the speed of events and the size of the body count. Within days, Silvergate and Signature Bank – the two banks that most aggressively facilitated payments into and out of the crypto universe – were defunct. Silicon Valley Bank, which catered to the venture capital firms who regularly fleeced retail investors through various crypto proxies during the height of the mania, was also in the hands of the Feds, having been seized during business hours on Friday.

https://www.zerohedge.com/political/senator-warren-calls-powells-recusal-feds-bank-failure-investigation

https://www.zerohedge.com/markets/expect-mass-layoffs-real-world-impact-svbs-failure

https://www.outlookindia.com/business/silicon-valley-bank-depositors-and-investors-tried-to-pull-out-42-billion-report-news-269241

https://www.iamstobbs.com/opinion/silicon-valley-bank-the-collapse-of-a-premier-technology-bank-with-a-premium-brand

https://www.zerohedge.com/markets/silicon-valley-bank-center-venture-capital-bubble-suffers-record-47-crash-amid-sudden

https://www.zerohedge.com/markets/nasdaq-suffer-friday-svb-matters-more-us-jobs-data

https://fred.stlouisfed.org/series/WM2NS

https://michael-hudson.com/2023/03/the-mechanics-of-a-bond-market-and-its-impact-on-the-banking-crisis/

https://michael-hudson.com/2023/03/why-the-banking-system-is-breaking-up/

https://finanzmarktwelt.de/fed-zinsen-senkung-100-basispunkte-264417/

Anleihenhändler wetten verstärkt darauf, dass die Federal Reserve die Zinsen senken wird. Die Renditen von Staatsanleihen stürzten ab, da die Flucht der Anlegeraus Finanzaktien die globalen Märkte in Aufruhr versetzt. Die Anleger rechnen laut Bloomberg nun mit einer Senkung des Leitzinses der Fed um mehr als 100 Basispunkte bis zum Jahresende, da die zunehmende Besorgnis über die Stabilität der Banken eine historische Nachfrage nach Zufluchtsorten, einschließlich Staatsanleihen, ausgelöst hat.

https://www.cnbc.com/2023/03/08/blackrock-says-the-federal-reserve-could-hike-interest-rates-to-a-peak-of-6percent.html

“We think there’s a reasonable chance that the Fed will have to bring the Fed Funds rate to 6%, and then keep it there for an extended period to slow the economy and get inflation down to near 2%,” BlackRock’s chief investment officer of global fixed income Rick Rieder wrote in response to Powell’s testimony before the Senate Banking Committee on Tuesday.

https://twitter.com/DiMartinoBooth/status/1636494923544313863

Before ANY of more misinformation spreads on what I sometimes call “this damn platform, which capitalizes on sensationalism and misinformation,” this is why the Fed’s balance sheet grew last week by $298B.

The Discount Window at the Fed is OPEN. Discount Window borrowing increased $140.5 billion in one week taking total to $152.8 billion. (Prior weekly record was $111 billion in 2008 during the financial crisis per @business) And additional $11.9 billion was borrowed from the Fed’s new Bank Term Funding Program

https://www.ft.com/content/5e4a8dde-c053-4510-8cd9-8aecb9082a6e

European regulators criticise US ‘incompetence’ over Silicon Valley Bank collapse

Critics label handling of Californian lender’s failure a ‘disaster’ and claim Washington is failing to adhere to global rules

https://www.economist.com/europe/2023/03/16/europe-has-led-the-global-charge-against-big-tech-but-does-it-need-a-new-approach

https://ca.finance.yahoo.com/news/schwab-clients-pull-8-8-222236421.html

Charles Schwab Corp. saw $8.8 billion in net outflows from its prime money market funds this week as investors rattled by turmoil at US banks plowed even more money into the brokerage’s other portfolios that favor assets with government backing….

...The data cover the three days through March 15.

The shifts represent clients focused on safety who are moving from prime money funds to government money funds – “all within Schwab,” Mike Peterson, a company spokesman, said via email. “Those shifts from one category to the other happen all the time. This one is larger, but is part of a broader industry trend and is not unique to Schwab.”

Prime funds differ from government and Treasury money market funds, which have grown in popularity since the financial crisis of 2008 and since the market rout at the onset of the pandemic in 2020.

https://www.zerohedge.com/markets/deposit-based-bailout-bad-policy-regional-banks-continue-slump-after-ackman-warns-false

https://www.youtube.com/watch?v=n8aaIq8Aa4w

https://donya-e-eqtesad.com/بخش-باشگاه-اقتصاددانان-52/3952474-زورآزمایی-اقتصاد-جغرافیای-سیاسی