Near term predictions:
- Fed ‘pauses’ hikes, saves the day, markets rally
- Some sort of ‘bailout’ package made for SVB (they will call it something else)
- Additional multi trillion$ package bipartisan approved
- Inflation notches up
https://www.bloomberg.com/news/articles/2023-03-12/fdic-auction-for-svb-said-to-be-underway-final-bids-due-sunday
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