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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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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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Investments & Economy The Week Ahead Grow

The Week Ahead – A Not-So-Subtle Shift

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. 

Equity markets pulled back last week as rates markets continued to sell off, given better-than-expected economic data and inflation expectations that came in above expectations.  All told, there’s been a not-so-subtle shift in expectations toward more Fed rate hikes, as there is now chatter that..

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