Key Events: Economic Goldilocks, but waning confidence

Key Events: Economic Goldilocks, but waning confidence
Key Events: All Clear – for the pandemic
Key Events: Moderating
The failure of Silicon Valley Bank (SVB) defined the month of March.
Goldilocks had a bad week
The Fed throws cold water on ‘the pivot’
The markets breathed a sigh of relief in January. After finishing a difficult 2022 they launched into the new year on hopes for a “goldilocks” economy – not too hot, not too cold.
Key Events: A solid finish, an uncertain future
Key Events: The government is hitting its debt limit
A month – and year – to forget
Sometimes we ignore the most important things. We are in a similar period in the financial markets.