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Investments & Economy The Week Ahead Grow

The Week Ahead – Long and Variable Lags are Here and Now

By | 3/20/23 11:53 AM Brett Dulyea, CFA, CAIA
| 3/20/23 11:53 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

The ongoing volatility and uncertainty in the banking sector continues, making the current situation very fluid. Indeed, it has now become international as Credit Suisse was just bailed out and is merging with UBS.  

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Investment Commentary Investments & Economy Grow

Market Action Update: Staring at the Edge

| 3/14/23 11:27 AM
3 minute read

What a difference a few days make. Early last week, a more hawkish Fed had the market pricing in almost a coin flip between a 25bps rate hike and a 50bps rate hike. The theme was “higher for longer.” However, we ended the week with a run on the banking sector, which saw the collapse of two large regional banks. While there are echoes of the Great Financial Crisis, this time around it isn’t so much a credit issue (bad loans) but a..

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Investments & Economy The Week Ahead Grow

The Week Ahead – Cracks Emerging

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week. 

Last week, the S&P 500 fell 4.5%. The early week testimony of Fed Chair Powell, which shifted market expectations towards a 50bp rate hike at next week’s March FOMC meeting and pushed up terminal rate pricing, seemed like old news as the developments at Silvergate and Silicon Valley Bank (SIVB)..

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