Silicon Valley Capital Partners

Managing Risk Inherent to Global Macroeconomics and Capital Market Opportunities

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Home
About Us
Client Services
- Overview
- Risk
- Education
- Advice
Updates
- Company
- Earnings
- Foreign Policy
- Inflation
- Macro Trend
- Monetary Policy
- Strategy
- Webinar
Contact

Updates - Monetary Policy

Chart of the Day: Rate Cut Bets Ease Trader pricing vs 3 cuts from Fed’s Dec dot plot

February 12, 2024

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Silicon Valley Capital Partners is the advisor to the Global Strategy Lifestyle Funds, Separately Managed Accounts for Individuals. Silicon Valley Capital Partners and Where Are We Now are registered trademarks. Copyright 2023 Silicon Valley Capital Partners, L.P. No part of this material may be (i) copied, photocopied, or duplicated in any form by any means or (ii) redistributed without the prior written consent of Silicon Valley Capital Partners, L.P.

INVESTMENT UPDATES

Bullish Stocks Narrative Seen as Intact After US Inflation Data
US Consumer Sentiment Jumps to Highest Level Since July 2021
Fed’s Preferred Inflation Metric Cools While Spending Rebounds
Wall Street optimism on stocks is at its highest level since early 2022, BofA survey shows
CEO of Hapag-Lloyd, one of world’s top ocean shippers, says the outlook has changed for the global economy

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