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Bill Ackman Warns Of Accelerating Deposit Outflows After Janet Yellen's Backtrack: 'Big Mistake'
Bill Ackman Warns Of Accelerating Deposit Outflows After Janet Yellen's Backtrack: 'Big Mistake'
After the Federal Reserve announced a quarter-point increase in the fed funds rate and also hinted at a potential pause in the monetary policy statement, Treasury Secretary Janet Yellen spooked the markets by stating that the Treasury is not considering or is working on a unilateral expansion of deposit insurance.
What Happened: Just a day after Yellen made reassuring comments that led the market and depositors to believe that all deposits were now implicitly guaranteed, she walked back on the implicit support she hinted at for small banks and depositors, said hedge fund manager Bill Ackman.
Instead, Yellen now explicitly suggested that systemwide deposit guarantees were not being considered, he noted. The fed funds rate of 5% now is a threshold that makes bank deposits that much less attractive, the fund manager said.
"I would be surprised if deposit outflows don't accelerate effective immediately," Ackman said. He called upon a temporary systemwide deposit guarantee to stop the bleeding.
"The longer the uncertainty continues, the more permanent the damage is to the smaller banks, and the more difficult it will be to bring their customers back," he said.
In a separate tweet, Ackman said, "This is a big mistake. We are suffering from self-inflicted wounds."
Yellen's statement combined with a 25-basis-point hike puts even more pressure on the non-systemically important banks, he added.
This is a big mistake. We are suffering from self-inflicted wounds. @SecYellen statement combined with 25bps puts even more pressure on the non-SIBs.
— Bill Ackman (@BillAckman) March 22, 2023
Regional Banks Bleed: After severe bruising in the wake of the trio of bank closures and issues at several others, regional banking stocks began to turn around this week.
Hopes of the government's continued handholding infused some optimism in the space.
The $Spdr Series Trust S&P Regional Bkg Etf (KRE.US)$, which rose about 7% this week through Tuesday, slumped 5.69% to $43.45 on Wednesday.
After the Federal Reserve announced a quarter-point increase in the fed funds rate and also hinted at a potential pause in the monetary policy statement, Treasury Secretary Janet Yellen spooked the markets by stating that the Treasury is not considering or is working on a unilateral expansion of deposit insurance.
之后 联邦储备委员会 财政部长宣布将联邦基金利率提高四分之一点,还暗示货币政策声明可能会暂停 珍妮特·耶伦 美国财政部没有考虑或正在单方面扩大存款保险,这吓坏了市场。
What Happened: Just a day after Yellen made reassuring comments that led the market and depositors to believe that all deposits were now implicitly guaranteed, she walked back on the implicit support she hinted at for small banks and depositors, said hedge fund manager Bill Ackman.
发生了什么: 对冲基金经理说,就在耶伦发表令人放心的言论,使市场和存款人相信现在所有存款都有隐含担保的第二天,她回避了她暗示的对小型银行和存款人的隐含支持 比尔·阿克曼。
Instead, Yellen now explicitly suggested that systemwide deposit guarantees were not being considered, he noted. The fed funds rate of 5% now is a threshold that makes bank deposits that much less attractive, the fund manager said.
他指出,相反,耶伦现在明确表示不考虑全系统存款担保。该基金经理表示,现在的联邦基金利率为5%,这使得银行存款的吸引力大大降低。
"I would be surprised if deposit outflows don't accelerate effective immediately," Ackman said. He called upon a temporary systemwide deposit guarantee to stop the bleeding.
阿克曼说:“如果存款外流没有立即加速生效,我会感到惊讶。”他呼吁在全系统范围内提供临时存款担保以止血。
"The longer the uncertainty continues, the more permanent the damage is to the smaller banks, and the more difficult it will be to bring their customers back," he said.
他说:“不确定性持续的时间越长,小型银行遭受的损害就越持久,带回客户就越困难。”
In a separate tweet, Ackman said, "This is a big mistake. We are suffering from self-inflicted wounds."
阿克曼在另一条推文中说:“这是一个大错误。我们正在遭受自己造成的创伤。”
Yellen's statement combined with a 25-basis-point hike puts even more pressure on the non-systemically important banks, he added.
他补充说,耶伦的声明加上25个基点的加息,给非系统重要性银行带来了更大的压力。
This is a big mistake. We are suffering from self-inflicted wounds. @SecYellen statement combined with 25bps puts even more pressure on the non-SIBs.
— Bill Ackman (@BillAckman) March 22, 2023
这是一个很大的错误。我们正在遭受自己造成的创伤。@SecYellen 声明加上 25bps 给非 SIB 带来了更大的压力。
— 比尔·阿克曼 (@BillAckman) 2023 年 3 月 22 日
Regional Banks Bleed: After severe bruising in the wake of the trio of bank closures and issues at several others, regional banking stocks began to turn around this week.
地区银行流血: 在三次银行关闭和其他几家银行出现问题之后,区域银行股遭受了严重挫折,本周开始好转。
Hopes of the government's continued handholding infused some optimism in the space.
对政府继续控制的希望为该领域带来了一些乐观情绪。
The $Spdr Series Trust S&P Regional Bkg Etf (KRE.US)$, which rose about 7% this week through Tuesday, slumped 5.69% to $43.45 on Wednesday.
这个$区域银行指数ETF-SPDR KBW (KRE.US)$截至周二,本周上涨了约7%,周三下跌了5.69%,至43.45美元。
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moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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