SVB (Silicon Valley Bank)
Idiosyncratic mismanagement or a canary in the coalmine? SVB - The Downfall The press extensively covered the drivers of the run on SVB...
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All Articles
- Mar 12
- 10 min
Week Ahead
Stocks fall, rates fall, and bonds have a positive week; hawkish Fed means that the peak rate might reach 6%; NFP above consensus but...
- Feb 19
- 11 min
Week Ahead
More angst in the US following CPI and PPI in synch with NFP; rates up and Fed Funds' terminal rate reviewed further. EU equities star...
- Feb 12
- 9 min
Week Ahead
Terminal rate and risk repriced; market rally stalls, US and EU negative, JP up slightly. Earnings deterioration continues. Key data next...
- Feb 5
- 10 min
Week Ahead
Central Banks hike as advised; equity markets continue to make progress, led by an unstoppable Nasdaq. A very strong jobs market puts the...
- Jan 29
- 8 min
Week Ahead
Equity markets are on a roll; Nasdaq in double digits returns for the year despite inconsistent earnings. Next week will be crucial with...
- Jan 22
- 9 min
Week Ahead
Market implied recession probabilities; Earnings season back in full swing with some heavyweights reporting; US, EU Equities down, Nasdaq...
- Jan 15
- 10 min
Week Ahead
"Transitory" Goldilocks, peak in inflation & possible turning point in the US-China relations. Equity markets continue to rally across...
- Jan 8
- 8 min
Week Ahead
Welcome back and happy new year! Major market events 9th - 13th January 2023 Highlights for the week Mon: German Industrial Production...
- Dec 19, 2022
- 8 min
Week Ahead
Getting Quiet! Major market events 19th - 23rd December 2022 Highlights for the week Mon: NAHB Home Builders' Index, Germany IFO. Tue: US...
- Dec 11, 2022
- 10 min
Week Ahead - Key Events
Central Banks' Time! Major market events 12th - 16th December 2022 Highlights for the week Mon: UK GDP Estimate, China M2/New Loans (NOV)...
- Dec 4, 2022
- 4 min
Week Ahead
Major market events 5th - 9th Dec. Highlights for the week Mon: China Caixin PMI, EZ, UK & US PMI, EZ Retail Sales. Tue: RBA Policy...
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