IRAN WAR MIGHT GET A LOT WORSE BEFORE IT GETS BETTER US NFP FEB’26 PREVIEW THE WEEK AHEAD ECONOMIC DATA RELEASE 22ND FEB 2026 RISK ASSETS MIGHT BE WRONG ABOUT IRAN DON’T WRITE OFF DOLLAR YET BYE BYE IEEPA TARIFFS THE WEEK AHEAD ECONOMIC DATA RELEASE 15TH FEB 2026 DEEPSEEK V4 COMING ON 17TH FEB Bear Flattener US SOFR 7TH FEB 2026

The Casualties of Higher for Longer Rate Regime

ADMIN || 22nd June 2024

While the entire market is aware of the huge MTM losses sitting on US commercial bank’s balance sheets (as of 31st March’24, US banks were sitting on MTM losses of 515 BN USD on their securities portfolio), it is cases such as Norinchukin Bank which came to public notice last week that highlight the hidden dangers inside financial systems globally.

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