Nathan Willis

Key Events: Downgrade: USA ✔️ Banks ✔️ Consumer ⚪
Key Events: The “Annie recession” gives us mixed signals
Key Events: Crunch time Debt ceiling negotiators inched towards a deal that would cap increases
The failure of Silicon Valley Bank (SVB) defined the month of March.
The markets breathed a sigh of relief in January. After finishing a difficult 2022 they