Daily BriefsMacro

Daily Brief Macro: Weekly Market Monitor (18) – The Bank Domino Continues and more

In today’s briefing:

  • Weekly Market Monitor (18) – The Bank Domino Continues

Weekly Market Monitor (18) – The Bank Domino Continues

By Jeroen Blokland

  • Regional banks with cash and assets exceeding the value of their uninsured deposits being sold off is a clear signal that the regional banking crisis may be getting systemic.
  • Stock market investors living in ‘central bank and earnings lalaland’ underestimate the indirect impact of the banking crisis on lending and economic activity.
  • Big Tech valuation and slower earnings and revenue growth pose a risk to the overall stock markets, while Bitcoin and Gold offer additional diversification.

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