Silicon Valley Bank Collapse | LPL Market Signals
LPL Research discusses implications of the SVB collapse, assesses the risk of contagion, and reviews the team’s latest asset allocation views.
00:00 - Intro
00:18 – Agenda
01:42 – Implications of Silicon Valley Bank Failure
24:37 – Bank Credit Default Swaps are not Blowing out to Full Crisis Levels
26:47 – Global Equity Markets – as of march 10, 2023
30:29 – Fixed Income & Commodities Markets – as of March 10, 2023
31:35 – S&P 500 Falls Back Below its 200-day Moving Average
32:43 – Not Quite Enough Technical Evidence to Flip to Growth
33:23 – Small Cap Valuations Look Very Attractive
34:03 – Similarly Weak Earnings Growth Outlook Overseas
35: 28 – Emerging Markets Estimates Continue to Drift Lower
36:44 – Week Ahead: All Eyes on Banks, a Few on Inflation
43:02 - Closing
Tracking # 1-05363785