Will commercial real estate hurt regional ban...

World markets continue to be down on the dollar. Today on the show, Katie Martin and senior markets correspondent Ian Smith discuss how inflation, politics and trade are weighing on the once mighty greenback. Also, they go short curling and long wealth managers in the age of AI. ...  Show more

For more than 170 years, Wells Fargo built a reputation as an all-American Main Street lender. Now, it is charting a new path and pushing into investment banking, something that many other banks have tried and failed to do. The FT’s US banking editor Joshua Franklin and US bankin ...  Show more

Dan McNamara, veteran commercial MBS trader and founder of Polpo Capital, joins Forward Guidance to argue that the commercial real estate (CRE) default cycle has only just begun. McNamara notes that the fall of Silicon Valley Bank (SVB) and Signature Bank is causing regional bank ...  Show more

The U.S. added 311,000 jobs in February while unemployment rose from 3.4% to 3.6%. That quickly became background noise though, as trouble in the banking sector sparked a massive selloff in yields. It didn’t take long for U.S. equities to follow suit. Ash Bennington is joined by ...  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? ...

Federal Reserve Chair Jerome Powell took a trip to Capitol Hill this week to testify about the health of the U.S. economy. We’ll get into the TL;DR of Powell’s testimony and why he doesn’t foresee a recession around the corner. And, we’ll talk about how political campaigns are sp ...  Show more