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Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply
Forward Guidance
The Bank of America Global Research Fund Survey on Financial Stability
In April 2023, 38% of investors surveyed were concerned about financial stability and fragile financial markets, but in July, this concern dropped to 11%./nThe key difference between the spring and summer was the failure of several banks, which triggered concerns about banking system stability./nAfter the bank failures, banks adjusted to the higher rate and inverted curve environment, paying up for stable sources of financing./nCurrently, there is less concern about financial sector stability as banks have had more time to adapt to the funding environment and precautionary funding has been paid down.
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