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26.04.2023 Weekly: Pending 1Q23 GDP, Tech Earnings, Revisiting Regional Banks


April 26, 2023The HUB - Institutional Marketingmacroeconomics, vaughan nelsonXavier Seigneurin

CEO/CIO CW looks ahead to 1Q23 GDP expectations, covers recent earnings, and an update on regional banks

Continue reading 26.04.2023 Weekly: Pending 1Q23 GDP, Tech Earnings, Revisiting Regional Banks →


18.04.2023: Base Case, Data Points, and Saudi – Iran Relations


April 19, 2023The HUB - Institutional Marketingequities, macroeconomic, Podcast, vaughan nelsonXavier Seigneurin

CEO/CIO CW reiterates his base case, data points worth watching, and energy market implications resulting from Saudi Arabia and Iran restoring relations.

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23.03.2022 Weekly: Fed Communication, Rate Direction, Insuring Deposits


March 28, 2023The HUB - Institutional Marketingmacroeconomic, Podcast, vaughan nelsonXavier Seigneurin

CEO/CIO CW breaks down the latest from yesterday’s Fed meeting, rate hike, and the unlikely scenario of fully insuring bank deposits.

Continue reading 23.03.2022 Weekly: Fed Communication, Rate Direction, Insuring Deposits →


20.03.2023 Weekly: Is Monetary Tightening Coming to an End?


March 21, 2023The HUB - Institutional Marketingmacroeconomic, Podcast, vaughan nelsonXavier Seigneurin

CEO/CIO CW shares his thoughts on monetary tightening, the fed’s upcoming decision, and impact of the past two weeks on decelerating growth and stabilization

Continue reading 20.03.2023 Weekly: Is Monetary Tightening Coming to an End? →


10.03.2023 Weekly: Silicon Valley Bank: Is It Unique and What Are The Implications?


March 10, 2023The HUB - Institutional Marketingequities, macroeconomic, Podcast, vaughan nelsonXavier Seigneurin

CEO/CIO CW details the recent developments surrounding Silicon Valley Bank and the broader implications on the financial system.

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08.03.2023 Weekly: Leading Indicators and Positioning In The Short Term


March 9, 2023The HUB - Institutional Marketingmacro, Podcast, vaughan nelsonXavier Seigneurin

CEO/CIO CW examines disruptions in banks, commercial and residential real estate as leading indicators and thoughts on positioning for the near term.

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28.02.2023 Weekly: February Melt Up, Path Ahead, Ukraine Anniversary


March 6, 2023The HUB - Institutional Marketingmacroeconomic, PodcastXavier Seigneurin

CEO/CIO CW discusses the played out February melt up, reviews his position on current market conditions and second half indicators, and global economic changes resulting from a year of Russia – Ukraine conflict

Continue reading 28.02.2023 Weekly: February Melt Up, Path Ahead, Ukraine Anniversary →


15.02.2023 Weekly: Sticking to The Script and Working Through Earnings Season


February 16, 2023The HUB - Institutional Marketingmacroeconomic, Podcast, vaughan nelson, wallisXavier Seigneurin

CEO/CIO CW walks through the recent market action and expectations

Continue reading 15.02.2023 Weekly: Sticking to The Script and Working Through Earnings Season →


18.01.2023 Weekly: Soft Landing, Series of Resets, and Adapting Asset Allocation


January 19, 2023The HUB - Institutional Marketingequities, macroeconomic, Podcast, vaughan nelsonXavier Seigneurin

CEO/CIO CW runs through the current economic setup, a series of resets looming, and near term positioning

Continue reading 18.01.2023 Weekly: Soft Landing, Series of Resets, and Adapting Asset Allocation →


04.01.2023 Weekly: Energy Support, Tech Hit Hard, Fed Options


January 5, 2023The HUB - Institutional Marketingequities, macroeconomic, vaughan nelsonXavier Seigneurin

CEO/CIO CW kicks off 2023 reviewing the energy market, rotation away from tech, and what options exist for the Fed

Continue reading 04.01.2023 Weekly: Energy Support, Tech Hit Hard, Fed Options →


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