Puas yog Fed cog cov noob ntawm kev puas tsuaj ntawm Silicon Valley Bank?

"Los ntawm cov nqi nce mus txog qhov tsis tau muaj dua li ib xyoos tom qab lees paub cov neeg koom nrog kev lag luam tias lawv yuav tsis mus nce tus nqi kom txog rau thaum 2024, lawv tau tsim cov xwm txheej uas kwv yees ua rau lub txhab nyiaj loj tshaj plaws thib ob hauv Asmeskas keeb kwm," Green sau.

Hnub Sunday, Sheila Bair, yav dhau los FDIC lub rooj zaum, rov hais dua cov lus xav uas nws tau sau rau lub Kaum Ob Hlis hu rau Fed kom ncua kev nce nqi paj. txhawm rau txheeb xyuas lawv qhov cuam tshuam tag nrho ntawm kev ruaj ntseg nyiaj txiag.

Tsis tas li ntawd saib: Tus Neeg Sawv Cev Katie Porter liam tus nqi paj laum rau SVB poob, thiab tsa cov lus nug saib xyuas

Ntawm qhov tod tes, Jim Bianco, tus thawj tswj hwm ntawm Bianco Research LLC, tau hais tias daim ntawv cog lus yuav tsum tau siv qee qhov cua sov.

Management of SVB
SIB,
-60.41%
tej zaum yuav tau mloog "tsis nres droning" los ntawm Wall Street thiab Fintwit tias kev nce nqi tau nce siab, thiab Fed yuav ncua, pivot lossis nqis, nws hais.

“Hauv lwm lo lus, yog lawv tau paub tag nrho cov nyiaj bulls tau puv ntawm nws. Thiab tsis yog daim ntawv cog lus bulls npau taws rau lawv ua raws li lawv cov lus qhia, "Bianco hais.

Fed tau nce nws cov txiaj ntsig los ntawm 4.5 feem pua ​​​​cov ntsiab lus nyob rau xyoo dhau los. Qhov nce siab hauv cov paj laum tau ua rau poob hauv SVB's daim ntawv cog lus portfolio.

Kev siv zog los nce peev hauv cov nyiaj tshiab zoo li tau ua rau "kev ua lag luam qub qub," Bair tau hais hauv kev xam phaj ntawm MSNBC thaum lub asthiv.

Fed tseem tab tom tso cia nws daim ntawv tshuav nyiaj poob qis los ntawm qhov siab kawg ntawm $ 95 nphom hauv ib hlis, raws li qhov kev zov me nyuam hu ua "quantitative tightening."

Chris Whalen, tus thawj coj ntawm Whalen Global Advisors, tau hais tias qhov kev zov me nyuam tsis tau hloov kho rau qhov cuam tshuam ntawm kev nruj nruj ntawm kev lag luam nyiaj txiag.