CEO/CIO CW details the recent developments surrounding Silicon Valley Bank and the broader implications on the financial system.
Continue reading 10.03.2023 Weekly: Silicon Valley Bank: Is It Unique and What Are The Implications?
CEO/CIO CW examines disruptions in banks, commercial and residential real estate as leading indicators and thoughts on positioning for the near term.
Continue reading 08.03.2023 Weekly: Leading Indicators and Positioning In The Short Term
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
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
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
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
CEO/CIO CW details BoJ’s yield curve policy change, wraps up 2022, and thoughts as we roll into 2023
Continue reading 21.12.2022 Weekly: Bank of Japan and We’re On to 2023
CEO/CIO CW breaks down yesterday’s encouraging CPI print, the 4Q22 rally, and how the VN team is preparing for 2023
Continue reading 14.12.2022 Weekly: CPI Celebration, QTD Rallies, Thinking Ahead to 2023
CEO/CIO CW breaks down the strong market response to Powell’s commentary, inflation data takeaways, and the breadth and depth of the correction
Continue reading 01.12.2022 Weekly: Market Pop, Inflation Tells, and Breadth and Depth of Correction
CEO/CIO CW covers the market’s strong response to positive CPI news and the FTX fallout
Continue reading 17.11.2022 Weekly: A CPI Pop and FTX Reverberations