Trump, Deficits & Credit Default Swaps
As a practical matter, no Fed chairman or governor can function without the support of the White House and the US Treasury.
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The Institutional Risk Analyst
© 2003-2024 | Whalen Global Advisors LLC All Rights Reserved in All Media | ISSN 2692-1812
Banks | Markets | Finance
R. Christopher Whalen
Nov 136 min read
Fiat Currencies, GSEs & Presidents
Could President elect Donald Trump be facing a maxi market correction before inauguration day?
781 views
R. Christopher Whalen
Nov 65 min read
Financials: Post-Trump Victory Notes
The changes that are going to occur in Washington over the next four years will be dramatically different than during Trump I.
986 views
R. Christopher Whalen
Oct 306 min read
Is Trump Bullish for Interest Rates? Pump & Dump for GSE and Fintech Stocks
You can tell lies and damn lies about the idea of releasing Fannie and Freddie, but the SEC and FINRA cannot and will not say a word.
776 views
R. Christopher Whalen
Oct 215 min read
Will BRICS Topple the Dollar?
Whenever you hear the magic words "blockchain" and "digital tokens," it's a good guess that whatever follows is nonsense.
684 views
R. Christopher Whalen
Oct 145 min read
Will Rohit Chopra Kill Basel III? Shrinking NIM at JPM and WFC
In opposing Basel III, Chopra is doing the bidding of Senator Elizabeth Warren (D-MA) but big banks are very happy to have no rule at all.
641 views
R. Christopher Whalen
Oct 106 min read
Hurricanes, Insurance & the Cost of Risk
Many homes in FL no longer have adequate home owners insurance much less federal flood insurance.
924 views
R. Christopher Whalen
Oct 78 min read
Chairman Powell Jumps the Shark
The markets got their rate cut over the past six months and now may have to give some of that back.
841 views
R. Christopher Whalen
Sep 307 min read
Jim Rickards: The Treasury Should Buy Gold
The Treasury should begin to buy gold again to demonstrate that the dollar is real.
2,121 views
R. Christopher Whalen
Sep 194 min read
Powell FOMC Goes Big and Political
If President Donald Trump wins in November, he’ll be more than justified in demanding Jerome Powell’s immediate resignation.
981 views
R. Christopher Whalen
Sep 115 min read
WGA Bank Top 100+ | Large Banks Retreat, Small Banks Rise
The big story nobody is discussing is the fact that large banks led by JPM, BAC and TFC continue to sell off briskly
420 views
R. Christopher Whalen
Aug 136 min read
Bank of Nova Scotia + KeyCorp = ??
If you were really, REALLY going to do mortgage warehouse lending in today's market, KEY would be the better platform, not BNS.
547 views
R. Christopher Whalen
Aug 127 min read
The Powell Hedge Fund Drives Private Market Instability
In 2019, the FOMC essentially nationalized the US money markets, eliminating private price discovery for a representation of a market.
878 views
R. Christopher Whalen
Jul 306 min read
Yellen's FSOC: Housing Policy Dreams vs Mortgage Market Reality
Yellen's proposal for a backstop is merely a canard to help Treasury avoid another fiasco next time a Ginnie Mae issuer fails
713 views
R. Christopher Whalen
Jul 219 min read
Will Donald Trump Release Fannie Mae & Freddie Mac?? Really?
If JPM, PFSI or UWMC want to pay the government to wrap conventional MBS in a “AA+” sovereign rating, why should the Treasury say no?
2,751 views
R. Christopher Whalen
Jul 158 min read
Should the US Exit the Basel Accord in Trump II?
The Basel Accord is one of the single biggest examples of a regulatory agency literally creating a new law from whole cloth.
929 views
R. Christopher Whalen
Jul 18 min read
USSC Kills Chevron | Zombie Banks Pass Stress Tests?
The Fed bank stress tests are another sign of magical thinking in Washington.
904 views
R. Christopher Whalen
Jun 175 min read
Interview: Brian Barnier on the Fed and Inflation in Never Never Land
In the 1950s through maybe into the late 1990s, the FOMC could control mortgage interest rates....
548 views
R. Christopher Whalen
Jun 109 min read
Interview: Robert Brusca on the Federal Open Market Committee
Powell won’t hit the two percent target, but he won’t change the target either.
684 views
R. Christopher Whalen
May 307 min read
At the Federal Reserve Board, It's 1927 All Over Again
Obviously, there should be no interest rate cuts by the FOMC without deficit reduction by Congress.
1,088 views
Christopher Whalen
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