2023年3月13日

失败的继续展开,美国联邦储备理事会(美联储,fed)需要慢下来之前“更多的东西”休息,高度计资本的布拉德·郭士纳告诉CNBC的中场休息周一报告。Gerstner说他不是“指责”美联储主席杰罗姆·鲍威尔。但Gerstner说,有“大量的问题”对美联储的应对通货膨胀,鉴于SVB的崩溃和随之而来的地区性银行抛售。“我们的监管机构负责人(鲍威尔)周二告诉我们,一切都还算好,“Gerstner说。”周四,很明显,我们整个区域银行体系陷入困境。”That leaves room for "plenty of investigation and plenty of questions asked for everybody involved," he said. Three significant banks with heavy exposure to startups or crypto collapsed or were shuttered in the past week. said it would wind down and liquidate. The following day, SVB shares cratered after the bank said it was selling securities at a loss and trying to raise cash, leading many venture-backed tech clients to pull their funds. By Friday, SVB had been closed by regulators. , which was shuttered by regulators on Sunday, were all medium-sized banks with a focus on speculative tech or crypto investments. Their profile was far different from most regional banks, which focus on small businesses or individual consumers. Gerstner said the risk to the regional banking sector went far beyond just SVB or "young start-up founders," but that it's important to note the "prime source" of funding for that market disappeared "virtually overnight." "We are at the verge of one of the most interesting periods of technological innovation," Gerstner told CNBC's Scott Wapner, before comparing the current moment to the 2008 financial crisis. "Here we are again, we have a major reset occurring in the world." Gerstner said the Fed's effort to tamp down inflation by rapidly raising rates threw banks into disarray. "This wasn't a problem of the start-up ecosystem," the investor continued. "This was a national banking problem." While the yield on the 10-year Treasury fell nearly 20 basis points on Monday to 3.50%, it had climbed above 4% earlier this month. "That's the market telling the Fed that 'you better slow down, otherwise a lot more stuff is going to break.'" Gerstner said. "We're going to have a massive recession, and much bigger problems."