Insights

 

CIO Vantage Point; Economic Outlook
June 14, 2013 Posted by
QE taper, net worth increase, Rwanda, zombie funds, and more!
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FX Outlook; Global Edge
June 14, 2013 Posted by

The Indian rupee has been the worst-performing Asian currency over the past month. This last Tuesday the USD:INR rate reached 58.985 — an all-time high! This latest upswing in the USD:INR rate begun last month near 54.00 and was fueled by a combination of domestic and international factors (see below).  The all-time high rate prompted an unexpected appearance in the market by the Indian government. Their central bank , the Reserve Bank of India, intervened directly into the FX market by selling U.S. dollars. The intervention was successful, as it is now trading lower; however, seldom does one bout of intervention by a central bank turn the tide on a currency. I’ll make a side bet that intervention will be needed again to prevent further rupee weakness.

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CIO Vantage Point; Economic Outlook
June 13, 2013 Posted by

The Fed meets next week with QE on their minds.  Will they taper and if so, what effect will it have?  A Cornell professor's experiment provides some insight.

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Public Policy; Startups; Technology
June 12, 2013 Posted by

Congressman Joe Kennedy III (MA 4th District) joined SVB CEO Greg Becker for a client dinner in Boston with about 30 local and discussed variety of issues, all in the general category of how the Federal Government can help entrepreneurs succeed. The topics included immigration reform, education (esp. education in science, technology, engineering and math, or “STEM”), what’s going on with patent litigation, the business environment in MA, hiring, and federal funding for R&D. More information is available on our blog page.

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CIO Vantage Point; Economic Outlook
June 07, 2013 Posted by
Job growth, QE downplay, money fund changes, and IMF mistakes.
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CIO Vantage Point; Economic Outlook
June 06, 2013 Posted by

The SEC recently proposed additional changes to the money market fund industry.  This five year drama may end with effectively no change in regulation, except for the already-implemented 2010 liquidity rules.

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Wine Industry
June 05, 2013 Posted by
In this videocast conversation SVB's Rob McMillan reviews survey results and interprets industry trends with our panel of experts including: Cyril Penn of Wine Business Monthly, Brian Baker of Chateau Montelena and Ahin Thomas of the Vintners' Alliance.
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Observation Deck
June 03, 2013 Posted by

In the past month, there has been quite a bit of rhetoric regarding quantitative easing and whether or not the Fed will be tapering off asset purchases anytime soon. The lack of confidence in the Fed's easing of monetary policy coupled with an improved economic landscape hints at a possible slowdown in the pace of asset purchases. These factors could mean short-term rates are at a bottom, which leads to the question: Is it time to consider increasing floating-rate bonds, or floaters?

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