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“It’s all about those banks!”

March 26, 2023

From the desks of Stanley Katz & Lauren Madera

STAY SAFE & HEALTHY!

If Meghan Trainor were a financier, she may consider reprising her 2014 hit song as “all about those banks!” Yet all three of the major US stock market indices shrugged off the woes of Silicon Valley Bank, First Republic, Signature and Credit Suisse to post gains this week (i.e., DJIA: +1.18%, S&P 500: +1.39%, Nasdaq: +1.66%). Last Wednesday, the Federal Reserve announced a 0.25% increase in the Fed Funds rate continuing its quest to slow the economy in the face of persistent inflation and shrinking corporate earnings. For the second week in a row, big tech remains the haven for the flow of funds. Most stock market analysts focused on the banking system’s liquidity crisis worldwide. You might find the Capital Group’s, Northern Trust’s, and Parnassus’ writings of particular interest.

Below are links to a number of third-party research reports that we have read and analyzed over the past week. We hope you will find the information interesting, useful, and worthwhile.

Capital Group:

  • Bank failures push Fed to proceed with caution

Northern Trust:

  • The Fed’s Inflation Fight Is Still On

Parnassus:

  • Active Management in Action: Our Response to Regional Banks, the Fed and the Markets

Franklin Templeton:

  • How is the SVB and Credit Suisse crisis affecting the US and European banking industry?

Janus Henderson:

  • JH Explorer: Exceeding Expectations in the Middle East

Stanley Katz & Lauren Madera, Financial Advisors
ClientFirst Financial Strategies, Inc.
937-293-5500

Investing involves risk, including the possible loss of principal. The information contained herein has been prepared solely for informational purposes. Nothing contained herein should be construed as a recommendation to either buy or sell any security or economic sector, or implement any strategy discussed. Please consult with your financial advisor, accountant, and/or attorney before acting on this information. ClientFirst Financial Strategies, Inc. is a DBA of OneSeven, LLC (OneSeven).  OneSeven is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC).  Registration with the SEC does not imply a certain level of skill or training.  Securities offered through Fortune Financial Services, Inc. (Fortune), Member FINRA/SIPC.  OneSeven and Fortune are separate entities.  Investment Products are Not FDIC Insured, Offer No Bank Guarantee, and May Lose Value.

OneSeven and Fortune do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third parties.

Filed Under: Latest News

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Disclosures: OneSeven (“OneSeven”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Services are provided under the name ClientFirst Financial Strategies (“ClientFirst”), a DBA of OneSeven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

This website is intended to provide general information about OneSeven and its team. It is not intended to offer investment advice or to recommend the purchase or sale of any investment product. Information is provided to learn about our advisory services and our people, as well as to contact us for further information.

Market data, articles, and other content on this website are based on generally available information and are believed to be reliable. OneSeven does not guarantee the accuracy of the information contained on this website. The information is of a general nature and should not be construed as investment advice.

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