Our Takeaways from the Banking Crisis

Co-CIO Greg Jensen and Co-Head of Fixed Income Research Alex Schiller discuss our recent three-part series describing how the banking crisis is reshaping the financial system, and its impact on the economy and markets going forward.
In this podcast, Daily Observations editor Jim Haskel sits down with Greg and Alex to delve deeper into the key takeaways from this series and how they connect to our economic outlook. The conversation covers the origins of the bank run, the mechanics of how it played out, the impact of the crisis on bank business models and profitability, and how all of this is flowing through to growth and assets. Greg and Alex also discuss the recent Fed meeting and how the banking strains - combined with an increasingly challenging macro environment - are creating a very difficult dilemma for policy makers.
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Recorded March 22, 2023