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Global Market Update: February 2024

Date: February 1, 2024
Presenters: Winnie Cisar, Zachary Griffiths, Logan Miller, and Jesse Rosenthal

Summary

Jesse Rosenthal, CreditSights’ Head of Banks, joins the Strategy team to discuss:

  • January performance across the global fixed income markets
  • The most recent round of central bank meetings
  • Navigating U.S. banks from macro to micro
  • What Q4 earnings did and didn’t tell us about the health of the financial system, bank balance sheets, and consumers
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