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Is the Coast Really Clear?, Options Market Tea Leaves, and End of the ‘Safety Trade’? 3/30/23

The Exchange

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The Fed and the FDIC Should Be Ready for Protracted Stress

Greg Ip says despite depositors and institutions easy access to money, they both should be ready for protracted stress. Kelly Wallace: Does the data suggest the coast is clear or there's more trouble ahead? Greg Ip: If we just heard that we came down on one side of a coin; it doesn't seem like anything has happened so far this year. Steve Leesman: We're probably going to see the market kind of push this to a crisis point again. All right, my next guest pretty much agrees with Neil Koshkari in a new article for the Wall Street Journal. It's good to see you again,. Welcome.

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