Bank Liquidity versus Data Dependency: The Road Ahead for the Fed and Credit Markets

Summary

CreditSights analysts Winnie Cisar, Zachary Griffiths, Simon Adamson, Jesse Rosenthal, and Peter Simon discussed the events of the past week, including the collapse of SVB, Credit Suisse, volatility in corporate credit markets, the February CPI print and how these events are likely to influence the Fed’s decision-making process at its upcoming March meeting.

The CreditSights Banking analysts joined the conversation to help navigate idiosyncratic versus systemic risk in the financial system, identify other sources of liquidity stress and understand how regulatory action may impact lending standards and credit conditions in the real economy.