Regional banks sound the all clear

 Prospect of stagflation

 Debt ceiling and money markets

Core is more important than Headline CPI

Fed fights the markets

Big banks are sounding the all clear

The banking panic is over

Fed is fighting the market

Jobs market is still strong

Gold in the dollar system world

The regional bank panic is subsiding.

Off-shore dollar banking is a weakness in the financial system.

Why not all central bank balance sheet expansions are not always liquidity adding.

Brewing geopolitical tensions.

Is the banking panic ebbing?

What is the FIMA Repo Facility?

How is the expected path of policy changing? 

Is geopolitical risk being properly priced?

Why did the Fed pause? 

First installment of Markets Weekly:

What's going on with the Fed's balance sheet - is it QE?

Will the regional banks be saved? What's up with Credit Suisse?

What are the coordinated swap lines?

and of course - will the Fed hike this week?

Doves will turn to Hawks.