Key Events: Downgrade: USA ✔️ Banks ✔️ Consumer ⚪
Key Events: The “Annie recession” gives us mixed signals
Key Events: Crunch time
Debt ceiling negotiators inched towards a deal that would cap increases in federal spending.
Key Events: Economic Goldilocks, but waning confidence
Key Events: All Clear – for the pandemic
Key Events: Moderating
The failure of Silicon Valley Bank (SVB) defined the month of March.
Goldilocks had a bad week
The Fed throws cold water on ‘the pivot’
The markets breathed a sigh of relief in January. After finishing a difficult 2022 they launched into the new year on hopes for a “goldilocks” economy – not too hot, not too cold.