23 Comments

Your coverage of these events has been some of the clearest and most helpful. Great work!

Expand full comment

nice work joey

Expand full comment

Enjoyed how you unpacked it so clearly!

Expand full comment
Mar 19, 2023Liked by Joseph Politano

Excellent article

Expand full comment

Joseph, where do you unearth all of these fascinating factoids. You do one heck of a research paper everytime you write one of these. This was very informative and thanks for your hard work.

Expand full comment

Excellent reporting on this J dog. Sharing a bunch of your articles tomorrow morning.

Expand full comment

Wow, I’m bothered that the messaging has been that the Fed will only front $25 billion, but under the hood they put up $300 billion.

Why bother announcing the $25 billion if it’s not really needed behind the discount window lending?

Expand full comment

Excellent read. Thank you JP.

I would say the US federal reserve is not going to stop hiking rates anytime soon. I hope all are prepared for what’s coming. This is my take.

https://finiche.substack.com/p/risk-management-shines-as-markets

Expand full comment

Will the Fed merely pause, or will they have to accept today's inflation as the new normal?

Expand full comment

Thank you for your coverage and insights!

The breakdown of regional Fed lending is great. Where does one access the data on the regional Feds' Change in Loans, Securities, and Repos Since pre-SVB collapse? Is that on the H.4.1?

Expand full comment