JCAP – Cashboard

Bifurcated: divided into two branches or parts (Merriam-Webster) On the LHS is not the share price of a MEME stock but illustrates the recent parabolic move in the yield of the 3-month US Treasury bill (yields move inversely prices),

The US regional banking sector currently finds itself under significant strain, with smaller players facing several significant headwinds: All told, the profitability path looks set to trend down sharply. Silicon Valley Bank, Signature Bank and First Republic Bank

That the Fed took the decision to enact a further 25 basis point rate hike, after the banking turmoil triggered by SVB, is instructive as to how far inflation remains over what would be considered a ‘comfortable level’

Major Asset Class Returns for 1st Quarter 2023, GBP sterling terms. (Source: Bloomberg, TEAM) Global Equity Sector Returns for 1st Quarter 2023, GBP sterling terms. (Source: Bloomberg, TEAM) Investment Review & Outlook 1st Quarter 2023 Heartburn Headline returns

JCAP Treasury Services, part of Team, have announced that Andy Skimmings has been appointed as an Executive Director to focus on new business development and risk management. Operating from offices in St Helier, JCAP deliver technology-based solutions for

JCAP Treasury Services, part of Team, have announced that Andy Skimmings has been appointed as an Executive Director to focus on new business development and risk management. Operating from offices in St Helier, JCAP deliver technology-based solutions for

TEAM Asset Management’s global weekly market review for week commencing 27th March 2023. TEAM Asset Management is a Jersey-based independent asset management company of AIM-listed parent, TEAM plc (LON:TEAM). No news is sometimes good news and it felt that way last week

Markets endured another volatile week as banks lurched from one crisis to another. Investors sought refuge in tradition safe-haven assets, government bonds and precious metals, before appetite for risk recovered. The blue-chip S&P 500 index ended up 2.5%

It is a little over a year since the Fed (rather belatedly) introduced its first interest rate hike of this cycle. At the time, consensus expectations were for the Fed Funds rate today to be under 2%. We

The sudden collapse of Silicon Valley Bank caused investors to flee risk assets and seek shelter from the storm in safe haven government bonds last week. The blue-chip S&P 500 and technology focussed Nasdaq indices fell 4.8% and

In the wake of recent events, sell side forecasters have been scrambling to (re)adjust their view on the USFederal Reserve’s likely course of policy action. From a state of almost universal agreement a week ago, the potential range