Topics Include:
Now What? – As the Fed approaches the end of the inflation fight, now what?
The Banking Crisis: The Impact Beyond the Initial Failures – Rising interest rates and deposit outflows trigger a banking crisis. Explore the implications on credit growth, the tightening cycle, and the economy.
Déjà Vu All Over Again – Declining confidence in banks and increasing interest rates: what can we do about it?
Fixed Income and Credit: Never a Dull Moment at the End of a Cycle – The next phase of the Fed’s monetary policy campaign must make room for an unexpected running mate: financial stability concerns. In the background, inflation remains at large.
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