What the Hell Just Happened?

Odds of the Clarity Act's passage through the U.S. Senate briefly shot up above 50% on Polymarket before paring back, both underscoring the fragile nature of the bill’s political discourse and giving Bitcoin a much-needed boost to $67,000 — but is the price sustainable? Kris Bull ...  Show more

Andreas Steno and Mikkel Rosenvold are back to examine the latest market topics, from how Kimi AI's breakthrough is reshaping the AI investment narrative to how escalations between the U.S. and Iran are reshaping energy markets. And what of Donald Trump's renewed accusations agai ...  Show more

This week, after a week of turmoil across the banking industry, Mike & Mark discuss the collapse of Silvergate and Silicon Valley Bank. With fears mounting over the mark to market value of bank's asset's, we walk through the dynamics which led to depositors running for the exit d ...  Show more

In this episode, we take a look at what exactly happened to SVB and why the collapse in their share price on Thursday rippled through the banking sector resulting in the largest four US banks losing some $47bn of market value in just one day.

Was the move justified? ...

On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the continued fallout from the collapse of Silicon Valley Bank, and what it means for markets. The Fed's H.4.1 report was released this past week, which saw the balance sheet increasing by roughly $300 Bill ...  Show more

When Silicon Valley Bank imploded, there was a lot of talk about the future of regional and community banks in the United States. Can they compete with the large, too-big-to-fail institutions? What will happen to their deposits and their cost of capital? But actually the challeng ...  Show more