VP’s capital cycle, business cycle and tactical tools have helped time the key turns in US banks. The past 2.5 years have been a great demonstration of the framework in action. The below is an excerpt from our Mar 14th report to VP clients. We think the most helpful way to think about the exogenous shocks to markets is through the lens of what is the
SVB in a leading indicator context
SVB in a leading indicator context
SVB in a leading indicator context
VP’s capital cycle, business cycle and tactical tools have helped time the key turns in US banks. The past 2.5 years have been a great demonstration of the framework in action. The below is an excerpt from our Mar 14th report to VP clients. We think the most helpful way to think about the exogenous shocks to markets is through the lens of what is the