UK Economics Update Spring Budget 2023 Checklist This checklist helps clients keep track of the key forecasts announced during the Spring Budget at 12.30pm (GMT) on Wednesday 15 th March. Our more detailed preview is here. We will send a Rapid... 14th March 2023 · 3 mins read
UK Data Response Labour Market (Jan./Feb.) The labour market remained tight in January. Even so, the Bank of England will breathe a sigh of relief as wage growth is easing. Together with the collapse of a couple of US banks having tightened... 14th March 2023 · 2 mins read
Australia & New Zealand Economics Update Financial system should withstand SVB shock Australian banks are unlikely to experience the same valuation losses that resulted in the demise of Silicon Valley Bank. The biggest risk is that a freezing up of overseas bond markets shuts down... 14th March 2023 · 4 mins read
US Economics Update What the SVB collapse means for the Fed Even if the collapse of several mid-tier banks doesn’t develop into a full-blown systemic crisis, it will more than likely trigger a credit crunch. That raises the risk that the economy will suffer a... 13th March 2023 · 3 mins read
Capital Daily Market to Fed: must try harder Financial markets have a had a rough few days as the rapid collapse of three regional US banks has reawakened the ghosts of 2008. There are three key points to make. 13th March 2023 · 6 mins read
US Commercial Property Data Response Commercial Property Lending (Feb.) Net commercial real estate lending ticked up in February following a slowdown the month prior. That said, monthly lending activity across all sectors remained below the average for 2022. With January... 13th March 2023 · 2 mins read
Japan Economic Outlook Economy on brink of mild recession The economy is on the brink of a mild recession but with underlying inflation still accelerating, we expect new Bank of Japan Governor Ueda to end Yield Curve Control at the upcoming meeting in April. 13th March 2023 · 23 mins read
Event Drop-In: The SVB crisis – What are the risks from here? 1678712400 US authorities intervened on Sunday following the extraordinarily rapid collapse of Silicon Valley Bank last week.
US Rapid Response US Fed, Treasury & FDIC take emergency action to stem bank runs 12th March 2023 · 2 mins read
US Economics Update SVB collapse a reminder of financial risks The circumstances of the Silicon Valley Bank (SVB) collapse are unique enough that it probably won’t trigger a widespread financial contagion. Nevertheless, it is a timely reminder that when the Fed... 10th March 2023 · 3 mins read
Capital Daily Taking stock of the plunge in bond yields US government bond yields have tumbled over the past day or so amid evidence of wage pressures easing in the February US Employment Report and concerns over banking sector risks. As thing stand, we... 10th March 2023 · 7 mins read