Morning Bid: Brittle banks find a berth

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Morning Bid: Brittle banks find a berth
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A look at the day ahead in markets from Mike Dolan

First Republic's shares jumped 25% before the bell on Monday, with the wider S&P500 stock futures up 0.3%. With few fresh weekend developments on the European bank stock rigor late last week, European bourses and bank stocks found a level too.

Many analysts now see the only viable solution as either big rises in deposit rates at smaller banks - where deposit rates lagged sharp Fed rate rises before the crisis hit - or a severe cutback on lending that could seed a credit crunch in the wider economy, or both. U.S. two-year Treasury yields nudged higher 3.88% on Monday, but the yield curve between three months and 10 years briefly dipped to its most inverted level in 42 years - signalling heightened fears of recession ahead.

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