CEO/CIO CW discusses the Fitch U.S. credit rating downgrade, earnings season takeaways, and indicators as we enter a seasonally weak stretch
Continue reading 02.08.2023 Weekly: U.S. Downgrade, Earnings Season, and Seasonal Weakness
CEO/CIO CW examines the July bank rally, strong GDP print, and deploying cash in SCV
Continue reading 27.07.2023 Weekly: Banks, GDP, and Deploying Cash
CEO/CIO CW joins to discuss the debt ceiling resolution, AI Associated rally, expectations for the June Fed meeting, and summer season weakness
EO/CIO CW covers the latest on the debt ceiling, Fed rate action, and potential market outcomes from here
Continue reading 17.05.2023 Weekly: Debt Ceiling, Rate Pivot, Market Ranges
CEO/CIO CW joins to review a busy week full of a Fed rate raise, further banking troubles, USD status questioned, a rapidly approaching debt ceiling, and pushing out a recovery.
Continue reading 04.05.2023 Weekly: Fed Tools, Bank Troubles, Regionals, USD, and Debt Ceiling
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
CEO/CIO CW reiterates his base case, data points worth watching, and energy market implications resulting from Saudi Arabia and Iran restoring relations.
Continue reading 18.04.2023: Base Case, Data Points, and Saudi – Iran Relations
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
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?