More bank backstops came to light over the weekend, as U.S. officials reportedly considered expanding an emergency bank lending program.  First Citizens Bank also swooped in to acquire SVB’s branches & deposits. And the flow of deposits out of regionals and into larger institutions has started to slow, too. Goldman’s Chief Political Economist joins us to discuss all of it. Plus, one strategist says he’s seeing strength in one part of the banking sector, along with European stocks and quality U.S. names. He’ll tell us which ones. And, the 2-day hearing on SVB’s collapse kicks off tomorrow. We’ll talk to House Financial Services Committee Member Jim Himes about which moves he’d like to see on the FDIC insurance front.

Markets are rebounding on hopes that the Fed could be done raising rates. But would that mean they expect more pain ahead in the banking sector? We’ll discuss. Plus, no further rate hikes should be good news for home buyers -- right? Not necessarily. We’ll dig into the divergence between yields & mortgage rates. And, TikTok’s CEO is testifying Capitol Hill, reassuring lawmakers that the app isn’t a national security threat. We have the latest details, and implications for the social media landscape.