Global banking was rocked by failures of two major U.S. banks and the rescue of Credit Suisse by UBS. Regulators protected creditors and provided emergency liquidity, but worries remain about the impact of rate hikes on lenders. Central banks worldwide must now consider financial stability, in addition to inflation and economic growth, when setting interest rates.
Recent Insights
Monday Macro with Dave – Parsing signals from noise in job reports and the labor market
Weekly perspective on current developments, emerging risks, and potential implications for investors.
March 31, 2026
Country Indices Flash Report – March 2026
U.S. and Israeli strikes on Iran disrupted shipping through the Strait of Hormuz, a key energy chokepoint. Equities fell, while oil and gas prices spiked.
March 31, 2026
Monday Macro with Dave – Markets reprice on rapid policy shifts
Weekly perspective on current developments, emerging risks, and potential implications for investors.
March 24, 2026
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