The Banking and Strategy Initiative

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Category Archives: TARP

US Economy: Bernanke’s Testimony at the Senate Banking Committee Day 1: No QE3 right now.

Read my Lips. We are the US regulator. We cannot regulate LIBOR which is run by the British. A flabbergasted Ben Bernanke would have probably used those words at home … Continue reading

July 17, 2012

The Thursday Fed Update: German Bunds giving US a run for the money Euro translates into hard times for the Dollar

Dollar gets harder ith every Euro tick going don but the Aussie and the Yuan are catching on and that is keeping ( the latter) the US dollar from impoding … Continue reading

July 6, 2012

US Morning Report: Redbook report down to 2.3% for June, Case Schiller up 1.3%

The Case Shiller Index, even the Non Seasonally adjusted National figures were up for the third consecutive month, last month’s 17 month record broken at -2.6% annual difference improving further … Continue reading

June 26, 2012

US Economy: Fed Announces Policy (FOMC June 20, 2012)

FOMC announcement as expected brought the horns on the Euro, honking down 5% in amatter of minutes. The FOMC seemed to have extended its dovish language for this meeting as … Continue reading

June 20, 2012

US Economy: Higher Interest rates are here (likely!) and that guarantees growth

In what must gladden our and even Paul Krugman’s hearts, just two weeks ago a paper from our PM namesake and IMF Economist Manmohan Singh appeared to taser thru fixed … Continue reading

May 1, 2012

The Housing Recovery 2012: A Faltering break in the FHFA Housing Price index

The Hopi Index did not have much to offer flat on DEcember after December was revised to 183, a 0.1% growth over November down from 0.7% The nine divisions were … Continue reading

March 22, 2012

Want to talk Bank strategy – here's more pay disclosure & Jaime Dimon standoffs

  Morgan Keegan brokers were the next hit by the bonus juggernaut, with Raymon James taking the $1 bln bill out of advisors’ retention pay on call. It announced a … Continue reading

January 26, 2012 · 4 Comments

Will you reelect this man?

January 13, 2012

FOMC goes by on expected lines

As the Fed Statement after the Policy meeting Tuesday shows, there is nothing of note that bothered the Fed nor did it think anything of adding a pertinent buying of … Continue reading

December 14, 2011 · 2 Comments

Insider Trading: What a Pelosi!

Journalist Peter Schweizer has presumably scooped the best of the best when he does the dirty on Nancy Pelosi, accusing her of having earned from not busting Visa’s chops last … Continue reading

November 21, 2011 · 2 Comments