Bank Failures, and Worries of More, Amplify Volatility and Weakening Markets
Investment Strategy Brief

We review recent bank failures, government response, a Federal Reserve (Fed) policy update, and implications for the economy, markets, and our views looking forward.

The Bank Sector Calms Some, and the Federal Reserve “May” Adjust Policy
Sight|Lines

We offer an update on banking sector troubles, the results of the March Fed meeting, how these have affected market turbulence, and what it means for investors in 2023 and beyond.

An Update on the Banking Sector
Webinar Replay

View the replay where we discussed the recent bank failures, the federal response, and our views looking forward.

Tighter Credit Conditions to Aid in Federal Reserve's Fight Against Inflation
Economic Insight

Last week, central bankers opted to raise rates for the ninth time in 12 months. Striking somewhat of a compromise between an aggressive 50-basis-point (bps) increase supported by strong inflation data and a pause in rate increases amid recent uncertainty in the banking sector, the Fed increased the key lending rate by “only” 25 bps.

Potomac Perspective
Washington Policy

The “blame game” will be prominent at a pair of congressional hearings this week on recent bank failures. The hearings could also clarify what regulators can (or cannot) do to increase deposit insurance and congressional support for (or resistance to) an increase.

Weekly Market Perspectives
For the week ending March 24, 2023

U.S. equity markets rose last week as the Fed and global central banks raised rates while acknowledging recent events in the banking sector may have implications on the global economy in the coming months.

Stifel Bits
A breezy, lighthearted approach to our insights

A Chicago man is suing Buffalo Wild Wings, alleging their boneless wings are actually chicken nuggets. Trial of the century, folks. Next, can we have a ruling on whether a hotdog is a sandwich?