Today’s Hot Money Move is Where’s the Systemic Risk This Time? I’m watching the banking sector for signs of a liquidity crunch-—specifically, the growing pile of “stranded loans” from private equity buyouts. Banks lent billions for these deals but now can’t offload the debt to investors, locking up capital that should be flowing elsewhere. If this logjam gets worse, the Fed could see it as systemic risk—-just like in 2008 or 2020-—and step in with a lifeline. The Play: Watch mid-tier banks (think PNC, not JPMorgan) when earnings drop in April. If they start warning about stuck loans, it’s a signal the Fed might move. That’s when liquidity fears could turn into a market-wide event. For now, it’s a waiting game—-but one worth tracking closely.
Here’s the link: https://youtu.be/dqBknPmhrz4
