The Debt Ceiling Deadline The headlines around the debt ceiling and a possibility of a US default have been frantic. There’s talk of a June 1st deadline and a “72-hour” rule in the House. How will the markets react? Will Congress be able to come to a...
From First Republic to the Second Largest Failure Was First Republic another casualty of the Fed’s dramatic rate increases? As another bank collapses, Walter sits down to address the implications of another financial institution’s downfall, outlining how...
April 6, 2023 March Madness – It’s not just for basketball anymore. The NCAA Men’s tournament produced the first Final Four ever without a number 1-, 2- or 3-seeded team. The financial markets said, “hold my beer.” What started as a relatively calm first quarter...
Who is the Next Weak Link? After a tumultuous week in the markets, Walter sits down to provide an audio update on the continued impact of the Silicon Valley Bank collapse. He talks about the likely path forward for the Fed and the solutions put forward by the Swiss...
The Silicon Valley Tumble What happened on Friday? How did a run on a Californian bank start and will it spread? In his typically measured fashion, Walter addresses the specific factors that lead to the Silicon Valley Bank collapse. He discusses what the Federal...
