🇺🇸 U.S. Financial Conditions tightened sharply over the past few days – Bloomberg TV Chart pic.twitter.com/JjO5bjHaJT

— Christophe Barraud🛢🐳 (@C_Barraud) March 14, 2023

🔵 U.S. CREDIT DEFAULT SWAPS RISE ON WORRIES ABOUT BANK FAILURE CONTAGION

– Full story via Reuters at https://t.co/v0oeNvTHrb

— PiQ (@PiQSuite) March 13, 2023

🇺🇸 Turmoil in US Banking #Stocks Persists Even as Regulators Step In – Bloomberg
*First Republic shares plunge premarket, highlighting dangers pic.twitter.com/s4dlI9KkCk

— Christophe Barraud🛢🐳 (@C_Barraud) March 13, 2023

Dow falls for a fifth day despite emergency backstop of Silicon Valley Bank – CNBC https://t.co/7uVgOmTcPO

— Don Sergent (@BGDNbusiness) March 13, 2023

🇺🇸 *NEW YORK #FED RELEASES FEBRUARY SURVEY OF CONSUMER EXPECTATIONS – BBG
*NY FED SAYS ONE-YEAR INFLATION EXPECTATIONS FALL TO 4.2% VS 5%
*NY FED SAYS THREE-YEAR INFLATION EXPECTATIONS STEADY AT 2.7%https://t.co/eB4PZZE3GF pic.twitter.com/nSvc2e91Ld

— Christophe Barraud🛢🐳 (@C_Barraud) March 13, 2023

By now it's no surprise that available inventory of homes for sale keeps falling.

412k single family homes on the market now, down 1.5% from last week.

What else do we know for the spring '23 home buying season? This week's @AltosResearch video has details.

📽️🧵👇

1/7 pic.twitter.com/hoqQJAA00K

— Mike Simonsen 🐉 (@mikesimonsen) March 13, 2023

U.S. Federal Home Loan Banks beefed up their lending warchests Monday to provide more liquidity to banks amid higher demand for funds as the fallout from the collapses of #SiliconValleyBank and #SignatureBank reverberates through medium and small banks. https://t.co/HSxzHgOW05

— Brian Pia (@brianpia) March 13, 2023

If the 2-year yield declines another 11 bps today, it will be a bigger 3-day decline than the 1987 crash. pic.twitter.com/fqxqXp6o5e

— Bespoke (@bespokeinvest) March 13, 2023

There is a saying that the Federal Reserve raises interest rates until something breaks. A big surprise over the past year had been that nothing broke.

No more. https://t.co/Pkd3tIVlUs

— Nick Timiraos (@NickTimiraos) March 13, 2023

Pandemic Economics, Housing and Monetary Policy: Part 2 https://t.co/5ap00IhwyM pic.twitter.com/KUEiBSN2Jg

— Bill McBride (@calculatedrisk) March 13, 2023

New York State faces billions of dollars in additional costs over the next two years if fewer people than expected leave its public insurance rolls once it resumes screening residents for eligibility. https://t.co/nx5pKbpKr9

— Bloomberg Government (@BGOV) March 13, 2023

JUST IN: The Biden administration approves a massive oil drilling project in Alaska, angering climate advocates and setting the stage for a court challenge. https://t.co/Jm4a87aLwN

— CNN (@CNN) March 13, 2023

🇺🇸 🇨🇳 #Biden Expected to Have Call With #China’s Xi Jinping But No Date Set – Bloomberghttps://t.co/rg3zJ5Elqo

— Christophe Barraud🛢🐳 (@C_Barraud) March 13, 2023

Global Financial Stocks Lose $465 Billion on SVB Impact Worry 📉🏦😬 https://t.co/DOQQrq47Mc

— Spencer Wells (@spwells) March 14, 2023

🔵 JAPANESE BANKS SLIDE AS SVB CONTAGION FEAR RATTLES MARKETS

– Full story via Reuters at https://t.co/AhQ0ToYY1G pic.twitter.com/1inuctI7uw

— PiQ (@PiQSuite) March 14, 2023

Australian Consumer Sentiment holds near 30-year lows at 78.5 in March. pic.twitter.com/07tZhAeNgh

— CMC Markets ANZ (@CMCMarketsAusNZ) March 13, 2023

China’s economic recovery is strengthening in the aftermath of Covid restrictions, with official data providing clues on how sustainable the rebound is likely to be https://t.co/1ZdgpBrhIC

— Bloomberg Economics (@economics) March 14, 2023

Australian business confidence slipped into negative territory and household sentiment remained deeply pessimistic, separate surveys showed https://t.co/T2i9m7VfHx

— Bloomberg (@business) March 14, 2023

日銀、連続指し値オペの対象拡大　貸し出し厳格化も継続 – 日本経済新聞 https://t.co/bWLdP43K0j

— ざら速(ザラ場速報) @ときどき仮想通貨 (@ZARASOKU) March 13, 2023

🇨🇳 🇺🇦 🇷🇺 #China’s Xi to Speak with Zelensky, Meet Next Week With Putin – WSJhttps://t.co/Zv9uV2Kczb

— Christophe Barraud🛢🐳 (@C_Barraud) March 13, 2023

🇨🇳The move marks Beijing's latest step towards returning to normalcy since the pandemic https://t.co/B8OH9G5QZj

— The Telegraph (@Telegraph) March 14, 2023

#NorthKorea fires a suspected ballistic #missile toward waters off its east coast after threatening the U.S. https://t.co/0iAsgQrHU7

— BQ Prime (@bqprime) March 14, 2023

Japan’s joint fighter jet project with the UK and Italy will take center stage at a defense show near Tokyo https://t.co/OscTONLRC3

— Bloomberg (@business) March 14, 2023

Credit Suisse Finds ‘Material Weakness’ In Financial Reporting – BBG https://t.co/G3T7PTrYAL

— LiveSquawk (@LiveSquawk) March 14, 2023

HSBC, the new owner of Silicon Valley Bank’s UK unit, is planning to inject £2 billion of liquidity into the division https://t.co/JKVNiQ0bmg

— Bloomberg (@business) March 13, 2023

🔵 ITALY SAYS HOPES EU ACTS TO SHORE UP BANKS IF NEEDED, AFTER SVB COLLAPSE

– Full story via Reuters at https://t.co/1WqTlVp8MD pic.twitter.com/ebrffCfyhy

— PiQ (@PiQSuite) March 13, 2023

Headline indicators for the UK labour market for November 2022-January 2023 show

▪️ employment was 75.7%
▪️ unemployment was 3.7%
▪️ economic inactivity was 21.3%

➡ https://t.co/oTTkpIIzGc pic.twitter.com/zx2vLdDkSd

— Office for National Statistics (ONS) (@ONS) March 14, 2023

UK Pay Growth Slows As Bank Of England Mulls Rates Pause – RTRS https://t.co/JWZp70gGRX

— LiveSquawk (@LiveSquawk) March 14, 2023

🇪🇺 #ECB’s Hawkish Plans Set to Face Bolder Opposition on #SVB Fallout – Bloomberghttps://t.co/jfeLzanxsf

— Christophe Barraud🛢🐳 (@C_Barraud) March 13, 2023

EU’s Gentiloni says risks to the inflation outlook remain high https://t.co/0eNZAGrF18 via @europressos @Alemrome pic.twitter.com/gf8n50VNm5

— Zoe Schneeweiss (@ZSchneeweiss) March 13, 2023

🇬🇧 #BOE | INTEREST RATE FUTURES PRICE ROUGHLY 50% CHANCE OF BANK OF ENGLAND NOT RAISING BANK RATE AT MARCH MEETING – RTRS

— Christophe Barraud🛢🐳 (@C_Barraud) March 14, 2023

🇪🇺 Euro-Area Finance Chiefs Agree Need for Prudent Fiscal Policies – Bloomberghttps://t.co/l1sH63DCYO

— Christophe Barraud🛢🐳 (@C_Barraud) March 13, 2023

Chancellor of the Exchequer Jeremy Hunt will announce plans for 12 new investment zones in his budget, pledging to “supercharge” growth across the UK https://t.co/cfTqdsLqOf

— Bloomberg (@business) March 14, 2023

Germany is pushing for a near-term EU deal on combustion-engine talks https://t.co/g9ZlVYofAY via @johnainger pic.twitter.com/p6UawNpKdI

— Zoe Schneeweiss (@ZSchneeweiss) March 13, 2023

Very good

Stand With #Taiwan

Exclusive: UK approves increased submarine-related exports to Taiwan, risking angering China | Reuters https://t.co/3vTVvdRlfL

— Benedict Rogers 羅傑斯 (@benedictrogers) March 13, 2023

Russia is open to extending the deal allowing Ukraine to safely export crops out of its Black Sea ports, but only for 60 days https://t.co/apsHW7EY18

— Bloomberg (@business) March 13, 2023

An international war crimes prosecution could deepen Moscow's diplomatic isolation and make it difficult for those accused to travel abroad. https://t.co/WKfkSsx76f

— Rappler (@rapplerdotcom) March 13, 2023

Putin to gather oligarchs for major meeting. I can imagine this is a meeting that every oligarch will hope to miss. By being there, anyone not on Western sanctions lists will be a prime target, and Putin will surely squeeze them for more money https://t.co/gRYfUZIfwv

— Bill Browder (@Billbrowder) March 13, 2023

⚠ #WeekAhead: Week 11 (2023) ⚠

🇪🇺 #ECB Meeting
🇺🇸 🌎 #SVB Fallout
🇺🇸 U.S. CPI
🇬🇧 UK Budget
🇨🇳 Chinese Data
🌎 #OECD Outlook
…https://t.co/wjVpO2uKyU

— Christophe Barraud🛢🐳 (@C_Barraud) March 13, 2023

🌎 The Great Hiking Cycle Is Seen as Done as Yields Drop Below Cash – Bloomberghttps://t.co/YcglaaY6a7 pic.twitter.com/HH12cZLqOL

— Christophe Barraud🛢🐳 (@C_Barraud) March 14, 2023

🌎 Central Bankers Need to Dial Down Their Rhetoric – Bloomberghttps://t.co/sURDzmZg7k pic.twitter.com/qXt553081b

— Christophe Barraud🛢🐳 (@C_Barraud) March 14, 2023