Markets are deluged in noise as the President remakes the world. We’re learning to roll with it – but the trick will be to spot the opportunities and gaps that will open. President Trump’s recent demands that US banks and lenders follow his orders is one such opportunity – and may crash a critical component of the US economy’s success.

The market is distracted by the up, down, shake it all about noise in Tech. Watch banks! The US Fed passed all 31 major US Banks in its annual bank stress test. I can’t think of anything that could scare me more…

The Bank of England is concerned about financial institutional risk associated with the rapid growth of private capital markets. A PE or Private Credit market crash would trigger a liquidity event which spawns crisis, but also massive opportunity. It will be yet another consequence of regulation and mispriced money in the wake of the 2008 GFC!

Jeremy Hunt tried hard to be interesting, but it was all a bit forgettable. An election is coming. How bad will it be? As for selling Natwest to fund UK growth – has Hunt actually considered the outlook for banks as the risk outlook deepens?

Markets feel directionless, demotivated and listless as we wait for the next impetus to emerge – problem is, it might be a shocker.

First Republic’s numbers show how close it came to failure – it’s a saga of stale management and bad banking, but reinforced by the pace of rumour and sigh on social media. Will it happen again? Blain’s Rules on Bank Investment may help you avoid the bad’uns..

Bitcoin’s recent gains are about as relevant as Liz Truss. But banks, earnings, inflation, rates and investment remain critical. Now shadow banking investment is under threat – which isn’t going to help.

The Media love financial crisis – it sells. The reality is the need to understand, plan, prepare, and don’t expect anything you expected to happen, happen. Enjoy. Sun comes up tomorrow.

The “rescue” of Credit Suisse, thereby averting a European banking  crisis, is getting less comment than the nixing of its $17.5 bln of CoCo Bonds. I’ve been warning about CoCos since 2011. Finally I got something right!

Central Banks face a mighty challenge persuading markets and depositors the banking system is stable. The war between chaos and order in markets has turned hot. At stake is the stability and future of the global economy. Anyone for the last few choc ice?