WEEKLY: Regulatory takeover of SIVB steals the show
In a week full of economic data and news, the take-over of Silicon Valley Bank by the FDIC spurred a risk-off attitude, with USTs gaining.
My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.
WEEKLY: Regulatory takeover of SIVB steals the show
WEEKLY: Much ado about nothing
WEEKLY: Fed walks back risk markets
Week ended Feb 3rd, 2023
WEEKLY: Risk assets head to the moon!
WEEKLY: News mixed, markets skid sideways
WEEKLY: Goldilocks CPI report spurs risk rally
US labour report stokes late-week rally (weekly update)
My 2023 year-end guesses