A Bird's-Eye View of the Bond Market

Unpacking the 2023 Banking Crisis: Causes, Risks, and the Future Outlook

Merganser Capital Management Episode 19

The 2023 banking crisis brought to light significant vulnerabilities within the financial system, exemplified by the collapse of Silicon Valley Bank (SVB) and other financial institutions. To understand the underlying causes and potential ramifications, Alli Morse, Principal & Relationship Manager, conducted an insightful interview with Corporate Credit analyst, Charlie Sheehan. Here are the key points discussed regarding the failures of these banks, the systemic risks exposed, and the future outlook for the banking sector:

  • SVB's collapse and the loss of confidence
  • Velocity of money and technological advancements
  • Risk management oversight
  • Regulatory reforms 
  • Future outlook for banking and investor considerations