Banking on the Market

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Not really a bullish week; Macro: LEI; Earnings: Tightening Lending Standards; Calendars; Closing Thoughts: Proceed with Caution
FAQs on the new program from the Fed to shore up liquidity for the Banks and avoid a Banking Crisis
14
A review of the March 2023 FOMC meeting and what's next
5
Overall, not a bad CPI report
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A week of carnage; What's next after Silicon Valley Bank?; Earnings and Recession; The Week Ahead
What happened with Silicon Valley Bank and should we be worried?
4
What we need to see in the macro picture
First up week in a while, Fed Speak; the end of Q4 earnings
2
A mix of ETFs and Stocks with exposure to China
2
A strategy note for March 2023
3rd straight down week; Warren Buffett's letter; Earnings recap; Calendars
3
Inflation wasn't the only thing discussed
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Banking on the Market

Macro and Fundamental Investing from a former banker and asset manager with 19 years of experience. Free weekly posts on the stock market, macro and earnings. Paid subscribers receive analysis on Macro Events and Investment Ideas.
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