Shock Inference Lab

SVB collapse / banking stress

2023-03-10 · United States · crisis · severity 4/5

SVB and Signature fail; Credit Suisse rescued by UBS. Front-end yields collapse; Fed launches BTFP.

Pre/post market reaction

WindowUS 10Y ΔUS 10Y ΔSpread Δ
1d0.00pp0.00pp0.00pp
1w0.00pp0.00pp0.00pp
1m+0.12pp+0.12pp0.00pp
3m+0.15pp+0.15pp0.00pp

Yields at monthly resolution; sub-month windows interpolated. pp = percentage points.

Systemic crisis

Cross-asset stress.

Inference scores

no-signal
confidence: high

No abnormal yield movement detected after factor-model controls.

Early warning29/100

Abnormal yield move before the event (90d proxy).

Reaction29/100

Abnormal yield move after the event (1m / 3m).

Constraint42/100

Lead/lag band: no-signal.

Amplification20/100

Post-event move beyond pre, on a crisis backdrop.

Confidence80/100

Severity × benchmark coverage × data coverage.

v1 scores use a simple factor model on monthly yields. See docs/METHODOLOGY.md.

AI Inference

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