Economics & Growth | Monetary Policy & Inflation | Rates | US
– 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!