Stocks have shrugged off the banking turmoil. Haven’t they?

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It is clear from how interest-­rate markets have behaved, as well as from the way that different types of stocks have moved in different directions, that investors are not betting on all being well with the economy

Investors know this. They have dumped stocks when banks have failed before. In May 1984, the month that Continental Illinois, a large bank in the Midwest, failed and was rescued by the Federal Reserve, the Dow Jones, then the leading index of American stocks, dropped by 6%. In September 2008, when Lehman Brothers, an investment bank, went bust, stocks slid by 10%.

The happiest interpretation of these events is that the collective wisdom of the market deduced the danger was over. Regulators rode to the rescue, arranging deals, guaranteeing deposits and extending emergency-lending facilities for banks that found themselves on shaky ground. Inferring the mindset of investors from the way markets move is more art than science.

Second, individual investors, who tend to get sucked in during the market’s fizziest periods, seem to be moving to the sidelines. Retail-trading flows have been elevated since the start of 2021, when the frenzy over GameStop, a retailer, stoked the enthusiasm of huge numbers of individual investors. These traders piled into stocks earlier this year, buying, on net, a record $17bn of shares in the first two weeks of February, according to Vanda, a data provider.

 

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What banking turmoil?

Todo ya esta preparado, para el nuevo orden. 2023_2024 es clave. Nueva pandemia, sistema financiero y control. Lo planificado está en curso. Pronto nos mostraremos pero no nos verán. 🤚 ☝️☝️ ☝️ ☝️ ☝️ ☝️ ☝️ ☝️ 🧠🫀👅

This makes perfect sense. Fearful of banks failing and putting money into an asset which has historically performed very well😇

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