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12 March 2023 Economics & Growth | Monetary Policy & Inflation | Rates | US

Week Ahead: SVB Is a Reality Check for Tech

– Recorded on the 11th March, 2023 –

Welcome to the Week Ahead! In this episode, Andrew and Dominique Dwor-Frecaut discuss the Silicon Valley Bank bankruptcy, its economic implications, what is wrong with current Fed policy, and much more!

Timestamps:

01:00 The Silicon Valley Bank bankruptcy.
0:300 What caused SVB’s collapse?
5:10 What SVB’s collapse means for the tech sector.
07:14 Powell’s testimony to Congress.
10:24 What is wrong with current Fed policy.
13:06 The Week Ahead.
13:26 Will the Fed find a buyer for SVB?
15:23 The Fed’s ‘data-dependent’ approach.
16:43 Dom’s current view of CPI.
18:24 Dom on PPI, import prices, retail sales, real estate markets, manufacturing and other data.
21:30 Macro Hive’s family offices webinar.
23:08 The potential of a shadow banking crisis.
23:33 What’s been happening in the Hive this week!

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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