All United States articles – Page 25
-
White papersWhy the Post-Pandemic Economy Will Run Hot
As the U.S. Federal Reserve wrestles inflation lower, investors wonder increasingly if its traditional target still makes sense. Should policymakers really insist on driving inflation all the way down to 2%? Haven’t pandemic and war fundamentally altered global dynamics that drove rates ever lower? Isn’t this time … different?
-
White papersA Domino Effect?
At Allspring, we’re committed to being purposefully divergent. Our investment professionals are free to voice their own views, and their perspectives enable us to more holistically “see” both potential opportunities and risks.
-
White papersLiving on a Prayer
The Federal Open Market Committee hiked rates by 25 basis points (bps) and kept its quantitative tightening plans in place. It did acknowledge that financial conditions have tightened and progress has been made on inflation. However, it seems to think it can simultaneously tighten monetary policy to fight inflation while providing support to the financial system. The Federal Reserve (Fed) may be living on a prayer instead.
-
BlogMixed Bank Messages Upstage the Fed’s Dovish Turn
While the Federal Reserve’s March rate hike was delivered as expected, the decision was paired with several dovish signals and mixed messages regarding the banking sector.
-
White papersAn Inflection Point
Four of Allspring’s fixed income leaders share their perspectives on the market volatility and banking system turmoil in the wake of SVB’s collapse and their views on what lies ahead for fixed income investing.
-
White papers2023 U.S. investment grade credit supply: Will there be enough bonds to go around?
The U.S. investment grade credit (IG) market’s voracious appetite for bonds may not be fully satisfied in 2023. In 2022, feast or famine punctuated the $1.22 trillion supply, as nearly 50 days featured no issuance. Corporate borrowers glommed together and found strength in numbers when they issued debt, striking when the iron was hot.
-
White papersSilicon Valley Bank: Market Reaction and Implications
Facing pressure from declining deposits and a loss on the sale of securities in its portfolio, SVB attempted last week to raise capital to mitigate a Moody’s rating downgrade on Wednesday. However, it was unable to complete the capital raise before markets opened on Thursday, which resulted in a precipitous drop in its stock price that day.
-
White papersEquity Opportunities After Easy Money
Why we think market conditions swung behind value, quality and smaller stocks in 2022, and have done so for the long term.
-
White papersFed in a Pickle: Fight Inflation OR Fuel a Banking Crisis?
Following SVB’s collapse and related events, the Fed is stuck between a rock and a hard place: Inflation is too high, but cracks are starting in the financial system. How did we get here? What are the Fed’s options?
-
White papersEuropean banking sector set to withstand Credit Suisse fragility
”The Credit Suisse turmoil appears to be driven by a crisis of confidence, with markets putting banks under scrutiny following the SVB failure.”
-
White papersFurther concerns, or contagion? The latest on global market volatility
Over the past week, investors have had to digest U.S. banking failures and the threatened collapse of a major European bank. This stress has finally underscored the tensions between global central banks’ efforts to tame inflation and growing concerns that further policy tightening will spark a crisis. As we all follow the latest developments, it’s important to consider each of them in context.
-
BlogThe SVB Fallout—from the Fed to Geopolitics
The abrupt failure of Silicon Valley Bank (SVB) and the renewed pressure on Credit Suisse are the latest in a series of global shocks affecting the capital markets.
-
White papersOne Bad Apple? Or More to Come?
Several of Allspring’s equity portfolio managers voice their views on the state of the U.S. banking industry in the aftermath of Silicon Valley Bank’s collapse.
-
White papersCan systemic risk come back in 2023?
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we analyse the outlook for systemic risk using an established measure of market turbulence over time.
-
White papersRamping up the US-China chip rivalry: Who will suffer the most?
In another turn of the screw in its ban on tech and chip exports to China, the US is proposing to block direct company investment in advanced tech areas such as artificial intelligence, 5G wireless and quantum computing. How much China suffers will depend on whether the country has enough knowledge to sustain its own development of advanced tech. There is evidence that it has.
-
White papersNo systemic risk from SVB failure, but watch out for areas of vulnerability
Silicon Valley Bank (SVB), a commercial bank that specialises in serving start-ups in Silicon Valley, has been shut down by regulators.
-
White papersUpdate: Silicon Valley Bank
In the wake of Silicon Valley Bank’s failure, several leaders within Allspring’s risk management, fixed income, and equity teams share their perspectives and how their teams have been handling the recent events.
-
White papersCrisis Management: Investment Analytics Update
The Investment Analytics team provides ongoing analytics and investment risk oversight for client portfolios. This note discusses the team’s rapid response to the failures of Silicon Valley Bank and Signature Bank.
-
White papersJittery markets fear return of bigger rate rises
Markets have begun to price in a 50bps rate rise by the Fed in March but are awaiting key economic data which will reveal if the US economy has started to slow.
-
White papersESG: Making Sense of the Mudslinging
What ESG, sustainable investment and impact investment mean at Neuberger Berman, and how they are consistent with active management and the diverse needs of our clients.
