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The "Fed Put" is back with assets on their balance sheet increasing $297 billion over the last week, the largest spike higher since March 2020. Thus nearly half of the Quantitative Tightening since last April was undone in a single week

00:01 - 23/03/23

The markets are now pricing in a probability of default of 47% for Credit Suisse. What have I missed?

JPMorgan Says Fed’s Loans Will Provide $2 Trillion of Liquidity – Bloomberg

Germany Exports: China is losing importance as export destination. In Feb, exports to China slumped by 12.4%, while exports to US rose 19%. This means that US is by far the most important export market, France is also establishing itself as #2, far ahead of China

When traders price in substantially higher rates in the next three months than two years out, they're screaming for rate cuts.