Don't dream it's over: Top JP Morgan strategist warns of looming market meltdown as easy credit disappears.

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The banking crisis is going to be felt for awhile, says top strategist Marko Kolanovic at JPMorgan.

That was a team of JPMorgan Chase & Co strategists, led by Marko Kolanovic, weighing in on recent stress in the banking sector which they say has piled more pressure on credit markets as central banks have raised interest rates to combat inflation.

Named after economist Harold Minsky, a “Minsky moment”, refers to a sudden market crash caused by a sharp fall in investor confidence, which also marks the end of a growth phase for credit or business activity. The JPMorgan note, released on Monday, said it’s likely that the rescue of several U.S. banks has not really calmed markets.

Due to announce an interest rate decision on Wednesday, the Federal Reserve is “already past the point of no return — a soft landing now looks unlikely, with the airplane in a tailspin and engines about to turn off ,” he said.Geopolitics are also hovering over investors. After having brokered a Middle East deal, China’s President Xi Jinping is visiting Russia this week as war continues to rage in Ukraine.

Shares of First Republic FRC , another struggling U.S. lender surged 20% on Tuesday after a report JPMorgan Chase & Co. was working on another plan to keep the bank afloat. Meanwhile U.S. Treasury Secretary Janet Yellen said the stress on financials appeared to be “stabilizing” and vowed more U.S. support if needed, while a report said the U.S. Treasury was considering a plan to boost guarantees on bank deposits.

 

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