Welcome to the Week Ahead! In this episode, Andrew and Dominique Dwor-Frecaut discuss the downfall of Silicon Valley Bank and how the markets were left shaken and stirred. Has the Fed finally broken the markets and what can the Fed do now to support regional banks? Why are big banks under attack and what’s up with lending going forward? As well as Andrew’s trade idea of the week.
00:40 Dominique’s biggest takeaway from the last week. Forget market data, all focus was on the US banking troubles. Is the Fed finally breaking markets? 04:20 Market reaction to the past weeks events and why are the big US banks also under attack? What happens to lending now? 10:56 What to expect for the coming week. Are we in for a transitory pause from the Fed? 12:20 Does ECB 50bps rate hike put pressure on the Fed? 14:55 Should the Fed be pushed around by markets? 18:40 What data should investors watch for the coming week? 21:25 Highlights from Macro Hive this week 23:50 Andrew’s weekly trade idea
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