Market Update & Q&A Video Summary (May 2023):

In our May Market Update we cover:

1:20 Banking Issues – Flight to MMF

6:33 Banking Issues – Bank Reserves

8:11 Banking Issues – BTFP

9:11 Banking Issues – Reverse Repos

9:36 Lending Conditions

12:08 Unemployment Claims

12:40 PPI

13:26 US Imports & Export Price Index

13:30 Energy is what is driving “lower inflation”…

14:10 …As the cost of necessities continue to Increase

14:37 US 1 Yr CDS Spread

17:00 US Dollar

18:34 Gold

21:35 How to invest to generate yields in this environment?

 

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The Willow Team
+1 413 236 2980