Market Update

Stock Markets Tumble as Bank Worries Spread to Europe

Barry Adams
15 Mar, 2023
New York City

Stocks around the world received another downward jolt after banking woes rose in Europe, adding to more market jitters. 

Saudi National Bank, the largest investor in Credit Suisse, refused to increase its stake in the troubled Swiss bank. 

European banks plunged between 7% and 15% on the Credit Suisse news and raised the prospect of a government bailout of the Swiss bank. 

Bank stocks have been under pressure over the concern of interest rate risks leading to deposit risks and forcing many institutions to raise capital at the time when stock prices are falling.  

The Federal Reserve has increased rates eight times over the last 12 months, upending the near zero-rate policy for more than a decade. 

Treasury securities held by banks have declined in value following the sustained increase in interest rates, and total unrealized losses at the yearend 2022 were about $620 billion across all U.S. banks. 

Rates are still rising in the U.S. and rates have a long way to go in the Euro Area, raising concerns that interest rate risks  may lead to deposit risks or lead to wider bank runs at undercapitalized banks. 

In New York, regional banks accelerated declines on Wednesday reversing the gains of the previous day. 

 

Wholesale Inflation Eased In February 

Producer Price Index, a measure of wholesale inflation, seasonally adjusted declined 0.1% in February from the previous month, the U.S. Bureau of Labor Statistics said Wednesday. 

The core wholesale inflation,  less foods, energy, and trade services, increased 0.2% in  February after rising 0.5% in January. 

On an unadjusted basis, wholesale inflation rose 4.6% and core wholesale inflation increased 4.4% from a year ago. 

 

Retail Sales In February Edged Lower 

February retail and food services sales declined 0.4% from the previous month, the U.S. Census Bureau reported Wednesday. 

Retail and food services in the month rose 5.4% from the year ago and January sales data were revised to 3.2% increase. 

The monthly data are adjusted for seasonal variation and holiday and trading-day differences, but not for price changes. 

Retail trade sales were down 0.1% from January but increased 4.0% from a year ago. Food services and drinking places were up 15.3% while general merchandise stores were up 10.5% from last year.

 

Banks Drag Stock Indexes Lower 

The S&P 500 index declined 1.4% to 3,864.58 and the Nasdaq Composite index fell 1% to 3,864.58. 

 

Treasury Yields Inch Lower On Flight to Safety 

The yield on 2-year Treasury notes declined 43 basis points to 3.79%, 10-year Treasury notes eased 24 basis points to 3.39% and 30-year Treasury bonds dropped 14 basis points to 3.61%. 

 

U.S. Stock Movers 

Regional banks led the decliners today after rebounding in the previous session. 

PacWest Bancorp dropped 16% to $10.28, KeyCorp declined 2.8% to $11.82 and First Republic Bank fell 7.8% to $36.38 and Western Alliance Bancorporation increased 6.10% to $31.64. 

Credit Suisse Group AG plunged 23.5% to $2.08 after its largest investors Saudi National Bank refused to provide additional support to the troubled Swiss bank. 

Credit Suisse's woes added more pressure to already weak bank stocks and dragged down leading banks in Germany, France and Italy. 

BNP Paribas, Soicete Generale, Deutsche Bank and UniCredit declined between 7% and 10%. 

In New York, JPMorgan Chase, Bank of America, Wells Fargo and Citigroup fell between 3% and 5%. 

Wall Street Powered Ahead as Interest Rate Risks Deepen for U.S. Banks

Barry Adams
14 Mar, 2023
New York City

Stocks rebounded, crude oil plunged and bond yields scaled higher after investors surmised that the risk of contagion following the collapse of Silicon Valley Bank has been contained.  

Investors also welcomed the easing of consumer inflation in February, matching the expectations set by some investors. 

Consumer price index rose at a slower pace in February after energy prices eased but core inflation accelerated following the surge in housing costs. 

The easing of overall inflation powered the market rally and benchmark indexes advanced between 1% and 2%. 

Regional banks also rebounded between 15% and 40% after three days of steep losses following the collapse of three banks in less than a week. 

But the surge in bank stocks waned in the afternoon, reflecting ongoing worries of wider interest rate risks to banks of all sizes. 

Despite today's rebound, the banking sector is not out of the woods and more significant declines may be ahead. 

Rising interest rates in the U.S. and the Euro Area are causing turmoil in the bond portfolio of banks and losses will expand with every basis point increase in interest rates.

"The result is that most banks have some amount of unrealized losses on securities. The total of these unrealized losses, including securities that are available for sale or held to maturity, was about $620 billion at year-end 2022.

Unrealized losses on securities have meaningfully reduced the reported equity capital of the banking industry," noted FDIC Chairman Martin Gruenberg in his prepared remarks delivered on March 6 at industry conference.

Moreover, the disclosures from small and mid-sized banks looking to raise capital to fund Treasury securities portfolio losses will invite attention of short sellers and depress stock valuation fueling higher media coverage. 

Increasingly, the vicious cycle with negative feedback takes place on social media channels and manifests in a bank run, all happening at an accelerated pace. 

In 2008, Washington Mutual experienced deposit losses of $17 billion over two weeks before regulators shut down the bank as the largest U.S. bank failure, last week Silicon Valley Bank lost $42 billion of deposits in one day.  

 

Moody's Place Six Banks On Negative Watch List 

Moody's Corp lowered its view on the U.S. financial system and placed six mid-sized banks on a negative watch list. 

“Banks with substantial unrealized securities losses and with non-retail and uninsured US depositors may still be more sensitive to depositor competition or ultimate flight, with adverse effects on funding, liquidity, earnings and capital,” the rating agency Moody's noted in a report. 

Belatedly, Moody's removed all its rating on Signature Bank and placed six mid-sized banks on its watch list with a view to downgrade bank ratings. 

Comercia, INTRUST Financial, First Republic Bank, UMB Financial Corp, Western Alliance and Zions Bancorp are on Moody's negative watch list. 

Moody's, known for its central role in rating subprime loans as investment worthy, said higher rates for longer are likely to exacerbate competition for deposits but also increase losses in securities held-to-maturity. 

 

February CPI Slowed, Core Rate Accelerated 

The consumer price inflation eased to 6.0% in February from 6.4% in January, the U.S. Labor Department reported Tuesday.  The price increase was the smallest since September 2021. 

On a monthly basis, the overall index increase slowed to 0.4% in February from 0.5% in January. 

The shelter index was the largest contributor to the overall inflation accounting for 70% of total increase in the month. 

Core prices excluding food and energy accelerated to 0.5% in February from 0.4% in January and rose 5.5% on an annual basis. 

The energy index slowed to 5.2% in February from 8.7% in the previous month, the food index increase slowed to 9.5% from 10.1% but the shelter index jumped to 8.1% from 7.9%. 

 

Stock Indexes and Yields Rebounded 

The S&P 500 index increased 1.8% to 3,920.56 and the Nasdaq Composite index soared 2.2% to 11,428.15. 

The yield on 2-year Treasury notes increased 21 basis points to 4.24%, 10-year Treasury notes jumped 17 basis points to 3.68% and 30-year Treasury bonds jumped 13 basis points to 3.80%.  

 

Crude Oil Dropped to 15-month Low 

Crude oil prices fell 4.7% and dropped to the level last seen in December 2021 amid worries about the health of the U.S. financial system continued to hover the market. 

Crude oil dropped $3.52 to $71.27 a barrel and natural gas fell 2 cents to $2.57 a thermal unit. 

 

U.S. Stock Movers 

Regional banks rebounded a day after several regional banks fell between 30% and 60%. 

First Republic Bank jumped 54% to $48.01, Western Alliance Bancorp rebounded 38.9% to $36.05 and KeyCorp advanced 11.5% to $11.25. 

Stocks of order delivery firms and ride-sharing companies jumped after a California appeals court permitted companies to classify their drivers as independent contractors and not employees. 

Uber Technologies Inc gained 6% to $32.72, Lyft Inc increased 5.6% to $8.90 and DoorDash Inc advanced 6.8% to $57.47. 

Credit Suisse AG declined 2% to $2.22 after the Swiss bank said it has discovered "material weakness" in its financial reporting processes. 

United Airlines Holdings Inc decreased 4.7% to $46.52 after the airline forecasted first quarter loss citing higher fuel costs and weaker demand growth. 

The international airline estimated adjusted loss in the range of 60 cents and $1.0 compared to its previous estimate of a profit between 50 cents and $1.0.

Cvent Holding Corp jumped 12.3% to $8.30 after the event technology firm agreed to be acquired by Blackstone controlled private equity funds for $8.50 a share or $4.6 billion of enterprise value.   

GitLab Inc plunged 32.6% to $30.71 after the cloud computing software company estimated sharply lower revenue in 2024. 

The software services provider estimated revenue to fall between $529 million and $533 million in 2024. 

Revenue in the fourth quarter increased 58% to $122.9 million from $77.8 million and loss attributable to shareholders fell to $38.7 million from $45.8 million and diluted loss per share shrank to 26 cents to 32 cents a year ago. 

 

European Markets Brace for Higher Interest Rates and Risks to Banks 

European markets rebounded on Tuesday following the worst one-day loss in the previous session in 2023 on concerns of wider fallout from the collapse of Signature Bank and Silicon Valley Bank in the U.S.  

Stock indexes jumped as much as 2% and bond yields edged lower after nervous investors looked for more information on the health of the U.S. banking system. 

The swift actions from U.S. regulators and governments bailed out uninsured depositors and calmed nervous markets for now, but worries of more bank failures remained. 

 

Indexes & Yields 

The DAX index increased 1.8% to 15,232.83, the CAC-40 index rose 1.9% to 7,141.57 and the FTSE 100 index jumped 1.2% to 7,637.11.

The yield on 10-year German Bunds inched higher to 2.42%, French bonds edged up to 2.95%, the UK gilts to 3.48% and Italian bonds to 4.27%. 

The euro edged up to $1.074, the British pound advanced to $1.217 and the Swiss franc to 91.29 cents. 

Brent crude oil fell $2.20 to $78.58 a barrel and the Dutch TTF natural gas fell 9% to Є45.09 per MWh. 

 

Europe Stock Movers 

Energy explorers and refiners were among the decliners after Brent crude and natural gas prices extended losses to the fifth session in a row. 

BP Plc declined 0.5% but Shell, TotalEnergies and Repsol gained between 1% and 1.5%. 

Resource stocks were on the defensive following the decline in copper and iron ore prices by 1%. 

Glencore, Antofagasta and Anglo American fell between 1% and 3%. 

Volkswagen AG decreased 1.6% to €128.40 and the German automobile maker said it plans to invest €180 billion between 2023 and 2027 in "in the most attractive profit pools and regions, with more than two-thirds allotted for electrification and digitalization."

Total vehicle sales declined 7% to 8.3 million worldwide in 2022. 

Group revenue in the full-year 2022 increased 12% to €279 billion and earnings after-tax increased 2.6% to €15.8 billion. 

The automotive group reported an annual dividend of €8.70 per common share, an increase from €7.50 a year ago.  

Credit Suisse AG declined as much as 4.5% before closing down 0.8% to Sfr 2.24 after the troubled Swiss-lender admitted "material weaknesses" in its financial reporting processes. 

Casino Guichard Perrachon SA increased 7.3% to €8.35 after the French discount grocery chain said it plans to sell additional stake in the Brazil-based cash and carry chain Assai. 

The company plans to sell its 13% stake or 174 million shares through a secondary public offering and raise between €550 million and €600 million. 

Assicurazioni Generali SpA advanced 2.4% to €18.34 after the Italian insurance company reported record operating profit in 2022. 

 

Europe Movers: Casino Guichard, Credit Suisse, Generali, Volkswagen

Bridgette Randall
14 Mar, 2023
Frankfurt

Energy explorers and refiners were among the decliners after Brent crude and natural gas prices extended losses to the fifth session in a row. 

BP Plc declined 0.5% but Shell, TotalEnergies and Repsol gained between 1% and 1.5%. 

Resource stocks were on the defensive following the decline in copper and iron ore prices by 1%. 

Glencore, Antofagasta and Anglo American fell between 1% and 3%. 

Volkswagen AG decreased 1.6% to €128.40 and the German automobile maker said it plans to invest €180 billion between 2023 and 2027 in "in the most attractive profit pools and regions, with more than two-thirds allotted for electrification and digitalization."

Total vehicle sales declined 7% to 8.3 million worldwide in 2022. 

Group revenue in the full-year 2022 increased 12% to €279 billion and earnings after-tax increased 2.6% to €15.8 billion. 

The automotive group reported an annual dividend of €8.70 per common share, an increase from €7.50 a year ago.  

Credit Suisse AG declined as much as 4.5% before closing down 0.8% to Sfr 2.24 after the troubled Swiss-lender admitted "material weaknesses" in its financial reporting processes. 

Casino Guichard Perrachon SA increased 7.3% to €8.35 after the French discount grocery chain said it plans to sell additional stake in the Brazil-based cash and carry chain Assai. 

The company plans to sell its 13% stake or 174 million shares through a secondary public offering and raise between €550 million and €600 million. 

Assicurazioni Generali SpA advanced 2.4% to €18.34 after the Italian insurance company reported record operating profit in 2022. 

European Markets Jumped 2% Amid Lingering Worries of Interest Rate Risks On Banks

Bridgette Randall
14 Mar, 2023
Frankfurt

European markets rebounded on Tuesday following the worst one-day loss in the previous session in 2023 on concerns of wider fallout from the collapse of Signature Bank and Silicon Valley Bank in the U.S.  

Stock indexes jumped as much as 2% and bond yields edged lower after nervous investors looked for more information on the health of the U.S. banking system. 

The swift actions from U.S. regulators and governments bailed out uninsured depositors and calmed nervous markets for now, but worries of more bank failures remained. 

Rising interest rates in the U.S. and the Euro Area are causing turmoil in the bond portfolio of banks and with every basis point increase in interest rates is going to add more losses. 

"The result is that most banks have some amount of unrealized losses on securities. The total of these unrealized losses, including securities that are available for sale or held to maturity, was about $620 billion at year-end 2022. 

Unrealized losses on securities have meaningfully reduced the reported equity capital of the banking industry," noted FDIC Chairman Martin Gruenberg in his prepared remarks on March 6 delivered at an industry conference. 

 

Indexes & Yields 

The DAX index increased 1.8% to 15,232.83, the CAC-40 index rose 1.9% to 7,141.57 and the FTSE 100 index jumped 1.2% to 7,637.11.

The yield on 10-year German Bunds inched higher to 2.42%, French bonds edged up to 2.95%, the UK gilts to 3.48% and Italian bonds to 4.27%. 

The euro edged up to $1.074, the British pound advanced to $1.217 and the Swiss franc to 91.29 cents. 

Brent crude oil fell $2.20to $78.58 a barrel and the Dutch TTF natural gas fell 9% to Є45.09 per MWh. 

 

Europe Stock Movers 

Energy explorers and refiners were among the decliners after Brent crude and natural gas prices extended losses to the fifth session in a row. 

BP Plc declined 0.5% but Shell, TotalEnergies and Repsol gained between 1% and 1.5%. 

Resource stocks were on the defensive following the decline in copper and iron ore prices by 1%. 

Glencore, Antofagasta and Anglo American fell between 1% and 3%. 

Volkswagen AG decreased 1.6% to €128.40 and the German automobile maker said it plans to invest €180 billion between 2023 and 2027 in "in the most attractive profit pools and regions, with more than two-thirds allotted for electrification and digitalization."

Total vehicle sales declined 7% to 8.3 million worldwide in 2022. 

Group revenue in the full-year 2022 increased 12% to €279 billion and earnings after-tax increased 2.6% to €15.8 billion. 

The automotive group reported an annual dividend of €8.70 per common share, an increase from €7.50 a year ago.  

Credit Suisse AG declined as much as 4.5% before closing down 0.8% to Sfr 2.24 after the troubled Swiss-lender admitted "material weaknesses" in its financial reporting processes. 

Casino Guichard Perrachon SA increased 7.3% to €8.35 after the French discount grocery chain said it plans to sell additional stake in the Brazil-based cash and carry chain Assai. 

The company plans to sell its 13% stake or 174 million shares through a secondary public offering and raise between €550 million and €600 million. 

Assicurazioni Generali SpA advanced 2.4% to €18.34 after the Italian insurance company reported record operating profit in 2022. 

Major Averages Advanced After February Inflation Eased, Regional Banks Rebounded

Barry Adams
14 Mar, 2023
New York City

Stocks rebounded on Tuesday after consumer inflation matched expectations and regional banks trimmed losses of previous three trading days. 

Consumer price index rose at a slower pace in February after energy prices eased but core inflation accelerated following the surge in housing costs. 

The easing of overall inflation powered the morning rally and benchmark indexes advanced between 1% and 2%. 

Regional banks also rebounded between 15% and 40% after three days of steep losses following the collapse of three banks in less than a week. 

Despite today's rebound, the banking sector is not out of the woods and more significant declines may be ahead. 

Banking sector has unrealized losses of $620 billion linked to Treasury notes and bonds holdings, and higher rates for longer will only expand these losses. 

Moreover, small and mid-sized banks approaching investors to shore up capital may spook depositors and start a bank run that may not be easy to prevent. 

Moody's Investor Services lowered its view on the U.S. banking system to "negative" from "stable" citing liquidity, earnings and capital worries. 

“Banks with substantial unrealized securities losses and with non-retail and uninsured US depositors may still be more sensitive to depositor competition or ultimate flight, with adverse effects on funding, liquidity, earnings and capital,” the rating agency noted in a report. 

Belatedly, Moody's removed all its rating on Signature Bank and placed six mid-sized banks on its watch list with a view to downgrade bank ratings. 

Comercia, INTRUST Financial, First Republic Bank, UMB Financial Corp, Western Alliance and Zions Bancorp are on Moody's watch list. 

 

February CPI Slowed, Core Rate Accelerated 

The consumer price inflation eased to 6.0% in February from 6.4% in January, the U.S. Labor Department reported Tuesday.  The price increase was the smallest since September 2021. 

On a monthly basis, the overall index increase slowed to 0.4% in February from 0.5% in January. 

The shelter index was the largest contributor to the overall inflation accounting for 70% of total increase in the month. 

Core prices excluding food and energy accelerated to 0.5% in February from 0.4% in January and rose 5.5% on an annual basis. 

The energy index slowed to 5.2% in February from 8.7% in the previous month, the food index increase slowed to 9.5% from 10.1% but the shelter index jumped to 8.1% from 7.9%. 

 

Indexes & Yields 

The S&P 500 index increased 1.8% to 3,926.42 and the Nasdaq Composite index soared 2.3% to 11,444.02. 

The yield on 2-year Treasury notes increased 31 basis points to 4.35%, 10-year Treasury notes jumped 15 basis points to 3.66% and 30-year Treasury bonds jumped 9 basis points to 3.75%.  

Crude oil fell 93 cents to $73.79 a barrel and natural gas fell 4 cents to $2.55 a thermal unit. 

 

U.S. Stock Movers 

Regional banks rebounded a day after several regional banks fell between 30% and 60%. 

First Republic Bank jumped 54% to $48.01, Western Alliance Bancorp rebounded 38.9% to $36.05 and KeyCorp advanced 11.5% to $11.25. 

Stocks of order delivery firms and ride-sharing companies jumped after a California appeals court permitted companies to classify their drivers as independent contractors and not employees. 

Uber Technologies Inc gained 6% to $32.72, Lyft Inc increased 5.6% to $8.90 and DoorDash Inc advanced 6.8% to $57.47. 

Credit Suisse AG declined 2% to $2.22 after the Swiss bank said it has discovered "material weakness" in its financial reporting processes. 

United Airlines Holdings Inc decreased 4.7% to $46.52 after the airline forecasted first quarter loss citing higher fuel costs and weaker demand growth. 

The international airline estimated adjusted loss in the range of 60 cents and $1.0 compared to its previous estimate of a profit between 50 cents and $1.0.

Cvent Holding Corp jumped 12.3% to $8.30 after the event technology firm agreed to be acquired by Blackstone controlled private equity funds for $8.50 a share or $4.6 billion of enterprise value.   

GitLab Inc plunged 32.6% to $30.71 after the cloud computing software company estimated sharply lower revenue in 2024. 

The software services provider estimated revenue to fall between $529 million and $533 million in 2024. 

Revenue in the fourth quarter increased 58% to $122.9 million from $77.8 million and loss attributable to shareholders fell to $38.7 million from $45.8 million and diluted loss per share shrank to 26 cents to 32 cents a year ago. 

 

Consumer Inflation Slowed, Core Rate Accelerated In February

Brian Turner
14 Mar, 2023
New York City

The consumer price inflation eased to 6.0% in February from 6.4% in January, the U.S. Labor Department reported Tuesday.  The price increase was the smallest since September 2021. 

On a monthly basis, the overall index increase slowed to 0.4% in February from 0.5% in January. 

The shelter index was the largest contributor to the overall inflation accounting for 70% of total increase in the month. 

Core prices excluding food and energy accelerated to 0.5% in February from 0.4% in January and rose 5.5% on an annual basis. 

The energy index slowed to 5.2% in February from 8.7% in the previous month, the food index increase slowed to 9.5% from 10.1% but the shelter index jumped to 8.1% from 7.9%. 

 

Movers: Cvent, DoorDash, GitLab, First Republic Bank, Lyft, Uber Technologies

Scott Peters
14 Mar, 2023
New York City

Regional banks rebounded a day after several regional banks fell between 30% and 60%. 

First Republic Bank jumped 54% to $48.01, Western Alliance Bancorp rebounded 38.9% to $36.05 and KeyCorp advanced 11.5% to $11.25. 

Stocks of order delivery firms and ride-sharing companies jumped after a California appeals court permitted companies to classify their drivers as independent contractors and not employees. 

Uber Technologies Inc gained 6% to $32.72, Lyft Inc increased 5.6% to $8.90 and DoorDash Inc advanced 6.8% to $57.47. 

Credit Suisse AG declined 2% to $2.22 after the Swiss bank said it has discovered "material weakness" in its financial reporting processes. 

United Airlines Holdings Inc decreased 4.7% to $46.52 after the airline forecasted first quarter loss citing higher fuel costs and weaker demand growth. 

The international airline estimated adjusted loss in the range of 60 cents and $1.0 compared to its previous estimate of a profit between 50 cents and $1.0.

Cvent Holding Corp jumped 12.3% to $8.30 after the event technology firm agreed to be acquired by Blackstone controlled private equity funds for $8.50 a share or $4.6 billion of enterprise value.   

GitLab Inc plunged 32.6% to $30.71 after the cloud computing software company estimated sharply lower revenue in 2024. 

The software services provider estimated revenue to fall between $529 million and $533 million in 2024. 

Revenue in the fourth quarter increased 58% to $122.9 million from $77.8 million and loss attributable to shareholders fell to $38.7 million from $45.8 million and diluted loss per share shrank to 26 cents to 32 cents a year ago. 

 

Sharp Swing In Treasury Yields After Traders Bet On Rate Hike Pause

Barry Adams
13 Mar, 2023
New York City

Shocked investors shunned stocks and bond yields spiked after more questions were left unanswered following the sudden closure of three mid-sized banks. 

In less than five days, three U.S. banks with a total deposits of $280 billion disappeared, raising questions about the effectiveness of bank regulators, auditors and rating agencies.  

Global investors are looking for answers about how the central bank missed the client concentration, bank run in the making and its implications to the wider banking system. 

Only a week ago Fed chairman Jerome Powell was reassuring lawmakers about the health of the U.S. financial system and supporting the narrative that banks are strong enough to sustain economic shocks. 

Stocks gyrated in early trading following a flurry of weekend activities as regulators and central bankers worked together to prevent the bank run contagion from spreading. 

 

Fed Trio Ramped Up Activities to Backstop SVB Fallout 

Federal Reserve and Treasury Department officials worked on the weekend to work out details of the plan to provide financial assistance to the failed Silicon Valley Bank. 

Regulators agreed to provide "financial backstop" to open the bank on Monday morning so the insured and uninsured depositors can access their accounts in full. 

However, the stock and bondholders of the bank will not be bailed out, clarified the U.S. Treasury Secretary Janet Yellen in an interview with CBS Face the Nation.  

The Federal Depositors Insurance Corporation, the insurance company that protects bank depositors, agreed to provide additional funds to support insured and uninsured accounts with the Silicon Valley Bank. 

The move essentially makes sure that the losses from the fallout are paid by the banking industry and Wall Street and not the federal government. 

The Federal Reserve also set up a separate program, Bank Term Funding Program to provide additional lending and extended term facility to one-year from the traditional 90 days in exchange of higher quality collateral valued at par and not at market value. 

The additional banking facility is designed to provide emergency lending to banks that may need access to cash and prevent bank runs from spreading to other institutions. 

The moves from the FDIC, Federal Reserve and the Treasury departments were widely welcomed by investors on Wall Street and depositors on Main Street. 

"Shareholders and certain unsecured debtholders will not be protected. Senior management has also been removed. 

Any losses to the Deposit Insurance Fund to support uninsured depositors will be recovered by a special assessment on banks, as required by law," noted the joint statement released by Secretary of the Treasury Janet L. Yellen, Federal Reserve Board Chair Jerome H. Powell, and FDIC Chairman Martin J. Gruenberg. 

 

U.S. Indexes Rebound from Morning Lows

Stock indexes closed higher and rebounded from the morning losses after confidence recovered and banks retraced some of the losses of the day. 

The S&P 500 index declined 0.2% to 3,855.76 and the Nasdaq Composite index increased 0.5% to 11,188.84. 

Investors awaited the release of consumer price inflation data before the market opening on Tuesday. 

 

Largest Drop In 3-day Treasury Yields Since 1987  

The bond yields edged lower and extended 3-day losses to the largest since 1987 after investors rushed to buy U.S. Treasuries following the close down of three banks in less than a week. 

The yield on 10-year Treasury notes moved by 50 basis points and 2-year Treasury notes by 90 basis points, the level volatility not seen in decades. 

The yield on 2-year Treasury notes traded down to 3.97%, 10-year Treasury notes declined to 3.57% and 30-year Treasury bonds to 3.71%. 

Crude oil declined $2.02 to $74.65 a barrel and natural gas rose 19 cents to $2.61 a thermal unit. 

 

U.S. Stock Movers 

Regional and mid-sized banks with large uninsured deposits led the decline for the third day in a row despite the additional assistance provided by the Federal Reserve Bank. 

First Republic Bank plunged 75.6% to $19.95 and the San Francisco-based bank said on Sunday it has received "additional liquidity" from the Federal Reserve Bank and JPMorgan Chase & Co. 

"The total  available, unused liquidity to fund operations is now more than $70 billion. This excludes additional  liquidity First Republic is eligible to receive under the new Bank Term Funding Program announced by  the Federal Reserve today," the bank said in a filing with the SEC on Sunday. 

 “First Republic’s capital and liquidity positions are very strong, and its capital remains well  above the regulatory threshold for well-capitalized banks," added Jim Herbert, Founder and Executive Chairman and Mike Roffler, CEO and President. 

PacWest Bancorp headquartered in Los Angeles, California dropped 42.43% to $7.11 and the Phoenix, Arizona based Western Alliance Bancorp plunged 69% to $15.20. 

JPMorgan Chase decreased 1.6% to $131.60 and Bank of America fell 3.3% to $29.27. 

 

European Markets Cautious Ahead of ECB Rate Decision

European markets fell sharply after banks declined for the second day in a row in the aftermath of the sudden collapse of Silicon Valley Bank. 

Financial markets reacted negatively following the demise of three banks in less than five days and just a few days ago the Federal Reserve chairman assured investors and lawmakers that the financial system is sound. 

The rapid demise of mid-sized banks with concentrated deposit bases also raised concerns about the effectiveness of the U.S. regulatory system, auditors and bond rating agencies.  

Moreover, counterparty risks are still not known and may take a few days or even weeks before investors learn of links with European institutions. 

Investors were also on the defensive ahead of the U.S. Consumer Price index data on Tuesday and the European Central Bank's rate decision on Thursday.  

 

European Indexes Closed at 2-month Lows 

The DAX index declined 3.04% to 14,959.47, the CAC-40 index dropped 2.90% and the FTSE 100 index fell 2.6% to 7,548.63. 

 

European Bond Yields Dropped Following Worldwide Decline 

The yield on 10-year German Bunds declined to 2.25%, French bonds fell to 2.79%,the UK gilts to 3.37% and the Italian bonds to 4.18%. 

The euro inched higher to $1.074, the British pound edged up to $.218 and the Swiss franc closed at 91.11 cents. 

 

Energy Prices Eased 

Brent crude oil fell $2.16 to $80.15 a barrel and the Dutch TTF natural gas fell Є3.58 to Є48.88 per MWh. 

 

Europe Movers 

Banks were under pressure on the worries that the sudden and swift collapse of Silicon Valley Bank could spread to other banks in the face of the rising rate environment. 

Credit Agricole, BNP, Societe Generale, Deutsche Bank, Lloyds Banking, Standard Chartered, Barclays and NatWest fell between 2% and 4%.  

Three U.S. banks with a total of nearly $280 billion in deposits were closed down in less than a week and required  emergency lending from the U.S. Federal Reserve Bank, U.S. Treasury and the FDIC to prevent the contagion spreading to other mid-sized banks.  

SAP SE declined 2.9% to €107.22 after the German-software firm agreed to sell its majority stake in the U.S.-based Qualtrics International to Silver Lake and Canada Pension Plan Investment Board. 

Qualtrics agreed to go private after investment companies offered a total of $121.5 billion or $18.15 a share. 

SAP controlled about 61% of the company on a fully-diluted basis.  

HSBC agreed to acquire Silicon Valley Bank's UK branch for £1 after the collapse of the California-based bank following the bank run. 

HSBC agreed to pay the token amount to keep the operations running and continue to provide financial services to the start ups and young tech companies. 

Phoenix Group Holdings PLC declined 2.3% to 603.65 pence after the UK-based insurance group reported wider loss in financial year 2022. 

Net loss in the full-year 2022 expanded to £1.7 billion from £706 million in 2021 and assets under management declined to £259 billion from £301 billion in the previous year. 

 

European Markets Close at 2-month Lows, SVB Fallout Worries

Bridgette Randall
13 Mar, 2023
Frankfurt

European markets fell sharply after banks declined for the second day in a row in the aftermath of the sudden collapse of Silicon Valley Bank. 

Financial markets reacted negatively following the demise of three banks in less than five days and just a few days ago the Federal Reserve chairman assured investors and lawmakers that the financial system is sound. 

The rapid demise of mid-sized banks with concentrated deposit bases also raised concerns about the effectiveness of the U.S. regulatory system, auditors and bond rating agencies.  

Moreover, counterparty risks are still not known and may take a few days or even weeks before investors learn of links with European institutions. 

Investors were also on the defensive ahead of the U.S. Consumer Price index data on Tuesday and the European Central Bank's rate decision on Thursday.  

 

Indexes & Yields 

The DAX index declined 3.04% to 14,959.47, the CAC-40 index dropped 2.90% and the FTSE 100 index fell 2.6% to 7,548.63. 

The yield on 10-year German Bunds declined to 2.25%, French bonds fell to 2.79%,the UK gilts to 3.37% and the Italian bonds to 4.18%. 

The euro inched higher to $1.074, the British pound edged up to $.218 and the Swiss franc closed at 91.11 cents. 

Brent crude oil fell $2.16 to $80.15 a barrel and the Dutch TTF natural gas fell Є3.58 to Є48.88 per MWh. 

 

Europe Movers 

Banks were under pressure on the worries that the sudden and swift collapse of Silicon Valley Bank could spread to other banks in the face of the rising rate environment. 

Credit Agricole, BNP, Societe Generale, Deutsche Bank, Lloyds Banking, Standard Chartered, Barclays and NatWest fell between 2% and 4%.  

Three U.S. banks with a total of nearly $280 billion in deposits were closed down in less than a week and required  emergency lending from the U.S. Federal Reserve Bank, U.S. Treasury and the FDIC to prevent the contagion spreading to other mid-sized banks.  

SAP SE declined 2.9% to €107.22 after the German-software firm agreed to sell its majority stake in the U.S.-based Qualtrics International to Silver Lake and Canada Pension Plan Investment Board. 

Qualtrics agreed to go private after investment companies offered a total of $121.5 billion or $18.15 a share. 

SAP controlled about 61% of the company on a fully-diluted basis.  

HSBC agreed to acquire Silicon Valley Bank's UK branch for £1 after the collapse of the California-based bank following the bank run. 

HSBC agreed to pay the token amount to keep the operations running and continue to provide financial services to the start ups and young tech companies. 

Phoenix Group Holdings PLC declined 2.3% to 603.65 pence after the UK-based insurance group reported wider loss in financial year 2022. 

Net loss in the full-year 2022 expanded to £1.7 billion from £706 million in 2021 and assets under management declined to £259 billion from £301 billion in the previous year. 

 

Qualtrics Agrees to Go Private for $12.5 Billion

Scott Peters
13 Mar, 2023
New York City

Qualtrics International surged 6.7% to $17.66 after the company agreed to go private for $18.15 a share or $12.5 billion. 

Silver Lake and Canada Pension Plan Investments agreed to acquire 100% of the cloud software firm and SAP agreed to sell its 61% stake on a fully-diluted basis in the company it acquired for $8 billion in 2018. 

The deal was approved by the board of directors and the committee of independent directors of the company and SAP's board also approved the deal. 

Qualtrics stock has declined 33% in the last 52-week of trading. 

Qualtrics will continue to be led by Chief Executive Officer Zig Serafin, and the company will remain headquartered in Provo, Utah and Seattle, Washington.

After the deal is completed, Qualtrics and SAP intend to maintain a go-to-market and technology partnership to both service existing joint customers and target new customer opportunities.

Qualtrics' customer survey platform is used by more than 18,00 companies. 

Total revenues in the full-year 2022 jumped to $1.5 billion and net loss expanded to $1.1 billion from revenue in $1.1 billion and a net loss of $1.6 billion in 2021. 

 

Movers: Charles Schwab, Etsy, First Republic, Qualtrics, Signature Bank

Scott Peters
13 Mar, 2023
New York City

Regional and mid-sized banks with large uninsured deposits led the decline for the third day in a row despite the additional assistance provided by the Federal Reserve Bank. 

First Republic Bank plunged 75.6% to $19.95 and the San Francisco-based bank said on Sunday it has received "additional liquidity" from the Federal Reserve Bank and JPMorgan Chase & Co. 

"The total  available, unused liquidity to fund operations is now more than $70 billion. This excludes additional  liquidity First Republic is eligible to receive under the new Bank Term Funding Program announced by  the Federal Reserve today," the bank said in a filing with the SEC on Sunday. 

 “First Republic’s capital and liquidity positions are very strong, and its capital remains well  above the regulatory threshold for well-capitalized banks," added Jim Herbert, Founder and Executive Chairman and Mike Roffler, CEO and President. 

PacWest Bancorp headquartered in Los Angeles, California dropped 42.43% to $7.11 and the Phoenix, Arizona based Western Alliance Bancorp plunged 69% to $15.20. 

JPMorgan Chase decreased 1.6% to $131.60 and Bank of America fell 3.3% to $29.27. 

Signature Bank was halted after regulators seized the crypto-focused bank in New York citing systemic risk. 

Signature Bank had total deposits of $89 billion as of the end of the year 2022 and suffered an outflow of $10 billion in deposits on Friday following the collapse of the Silicon Valley Bank. 

Signature Bank had expanded to crypto assets in 2018 and about 30% of its deposits were linked to crypto currencies. 

Charles Schwab Corporation declined 10.1% to $52.74 following the wider decline in regional banks and the financial services sector. 

Schwab reiterated its financial condition and portfolio of deposits and assets are different from traditional banks. 

"Our banks’ loan-to-deposit ratio is approximately 10% and nearly all the loans are over-collateralized by first-lien mortgages or securities. 

The remainder of our assets are invested in high-quality, liquid securities in either our available-for-sale portfolio, working capital at the parent or broker-dealer subsidiaries, or in our held-to-maturity portfolio," said the company in a statement released on Monday. 

Etsy Inc declined 1.5% to $104.32 after the online marketplace operator said that the collapse of Silicon Valley Bank is causing delays in processing payments but normal processing is expected to resume as early as Monday. 

The processing difficulties for the last three days are not likely to have a material impact on its quarterly results. 

Qualtrics International surged 6.7% to $17.66 after the company agreed to go private for $18.15 a share or $12.5 billion. 

Silver Lake and Canada Pension Plan Investments agreed to acquire 100% of the cloud software firm and SAP agreed to sell its 61% stake on a fully-diluted basis in the company it acquired for $8 billion in 2018. 

Qualtrics stock has declined 33% in the last 52-week of trading. 

Federal Reserve, FDIC and Treasury Department Move to Stop SVB Contagion from Spreading

Barry Adams
13 Mar, 2023
New York City

Stocks gyrated in early trading following a flurry of weekend activities as regulators and central bankers worked together to prevent the bank contagion run from spreading. 

Federal Reserve and Treasury Department officials worked on the weekend to work out details of the plan to provide financial assistance to the failed Silicon Valley Bank. 

Regulators agreed to provide "financial backstop" to open the bank on Monday morning so the insured and uninsured depositors can access their accounts in full. 

However, the stock and bondholders of the bank will not be bailed out, clarified the U.S. Treasury Secretary Janet Yellen in an interview with CBS Face the Nation.  

The Federal Depositors Insurance Corporation, the insurance company that protects bank depositors, agreed to provide additional funds to support insured and uninsured accounts with the Silicon Valley Bank. 

The move essentially makes sure that the losses from the fallout are paid by the banking industry and Wall Street and not the federal government. 

The Federal Reserve also set up a separate program, Bank Term Lending Facility to provide additional lending and extended term facility to one-year from the traditional 90 days in exchange of higher quality collateral valued at par and not at market value. 

The additional banking facility is designed to provide emergency lending to banks that may need access to cash and prevent bank runs from spreading to other institutions. 

The moves from the FDIC, Federal Reserve and the Treasury departments were widely welcomed by investors on Wall Street and depositors on Main Street. 

"Shareholders and certain unsecured debtholders will not be protected. Senior management has also been removed. 

Any losses to the Deposit Insurance Fund to support uninsured depositors will be recovered by a special assessment on banks, as required by law," noted the joint statement released by Secretary of the Treasury Janet L. Yellen, Federal Reserve Board Chair Jerome H. Powell, and FDIC Chairman Martin J. Gruenberg. 

 

Indexes & Yields 

The S&P 500 index declined 0.1% to 3,856.48 and the Nasdaq Composite index increased 0.1% to 11,151.52. 

The yield on 2-year Treasury notes traded down to 4.03%, 10-year Treasury notes declined to 3.45% and 30-year Treasury bonds to 3.85%. 

Crude oil declined $1.02 to $75.65 a barrel and natural gas rose 18 cents to $2.61 a thermal unit. 

 

Stock Movers 

Regional and mid-sized banks with large uninsured deposits led the decline for the third day in a row despite the additional assistance provided by the Federal Reserve Bank. 

First Republic Bank plunged 75.6% to $19.95 and the San Francisco-based bank said on Sunday it has received "additional liquidity" from the Federal Reserve Bank and JPMorgan Chase & Co. 

"The total  available, unused liquidity to fund operations is now more than $70 billion. This excludes additional  liquidity First Republic is eligible to receive under the new Bank Term Funding Program announced by  the Federal Reserve today," the bank said in a filing with the SEC on Sunday. 

 “First Republic’s capital and liquidity positions are very strong, and its capital remains well  above the regulatory threshold for well-capitalized banks," added Jim Herbert, Founder and Executive Chairman and Mike Roffler, CEO and President. 

PacWest Bancorp headquartered in Los Angeles, California dropped 42.43% to $7.11 and the Phoenix, Arizona based Western Alliance Bancorp plunged 69% to $15.20. 

JPMorgan Chase decreased 1.6% to $131.60 and Bank of America fell 3.3% to $29.27.