It’s Day 2 for bank regulators on Capitol Hill. The biggest revelation so far? $100 billion was about to leave Silicon Valley Bank in a single day. The digital age is changing the game for bank runs, and how to prepare for them. We’ll look at how regulators plan to address that. Plus, our market expert insists the inflation downtrend is about to resume. We’ll ask what makes him so sure, and how he’s positioning as a result. And, investors have been piling into treasurys this year. So has the trade become too crowded? One of our guests says “yes,” and will tell us what he’s buying instead.

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.