Event UK Drop-In: The Bank of England’s March interest rate decision 23rd March 2023, 3:00PM GMT How will the Bank of England play its March rate decision following recent turmoil in the US and European banking sectors? Paul Dales, Ruth Gregory and Ashley Webb held an online briefing for clients…
Capital Daily ECB decision is a test of the conundrum facing central banks The renewed sell-off in global bank equities today, centring on Credit Suisse, is evidence that concerns about the resilience of the banking sector are now spreading outside of the US. There are still... 15th March 2023 · 6 mins read
Canada Economics Update Housing would be main casualty of SVB contagion The Canadian banking sector is heavily concentrated, reducing the risk that deposit runs at small lenders might trigger a broader crisis of confidence for the entire sector. As things stand, the... 14th March 2023 · 3 mins read
Emerging Markets Economics Update The SVB collapse & contagion risks in EMs At the time of writing, financial markets appear to be stabilising after the turmoil caused by the collapse of SVB. And it doesn’t look like EMs have suffered large capital outflows or strains in... 14th March 2023 · 5 mins read
Capital Daily Monetary policy and markets in the wake of SVB How the fallout from events so far affects the path of the federal funds rate, and how that interacts with inflation and economic growth, will be crucial, in our view, to how markets evolve over the... 14th March 2023 · 6 mins read
Global Economics Update Three scenarios for how the SVB fallout will evolve Given the large amount of uncertainty about how the fallout from SVB’s collapse will evolve, we have grouped possible outcomes into three broadbrush scenarios. Only in the worst scenario of financial... 14th March 2023 · 4 mins read
Event Drop-In: What does banking sector turmoil mean for March central bank decisions? 1678978800 Starting with the ECB today, some major central bank decisions are due in the shadow of recent banking sector turmoil.
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
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
Global Economics Update Key questions and answers about SVB This Global Economics Update answers 5 key questions about the fallout from SVB’s collapse. While the situation remains in flux, there are good reasons to think that it does not call into question the... 13th March 2023 · 6 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.
