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?
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 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 diffuses the October Rally, weighs in on the Fed raise, and thoughts on sustained higher inflation
Continue reading 03.11.2022 Weekly: October Rally, Another Fed Raise, Sustained Inflation
CEO/CIO Chris Wallis recaps the UK crisis and global inflationary pressures.
Continue reading 28.09.2022 Weekly: UK crisis, inflationary pressures
CEO/CIO Chris Wallis recaps the Fed’s most recent 75bps hike and the impact of continued USD strength.
Continue reading 22.09.2022 Weekly: Another 75bps and USD Strength