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Quarterly Economic Report Q4 2023
Key takeaways
The SVB Asset Management Economic Report is a quarterly review and outlook on economic and market factors that impact global markets and business health.
01
The Federal Reserve continues to be focused on inflation.
The FOMC states that more data is needed to confirm inflation is headed toward its 2% target.
02
Labor markets show signs of deceleration.
The unemployment rate increased to 3.8% at the end of September, a high for the year.
03
Bond markets face a tough 3Q 2023 as Treasury yields rise.
Broad fixed income markets decline amidst a backdrop of Fed uncertainty and the global economy.
Daily yields from 9/30/2022 to 9/30/2023.
Source: Bloomberg and ICE BofA Indices. Indices are unmanaged and cannot be invested in directly. Past performance is not a guarantee of future results.
Written and researched by SVB dedicated professionals
Hiroshi Ikemoto
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Fixed Income Trader
Hiroshi Ikemoto and his team oversee the buying and selling of fixed income securities for separately managed accounts.
Jason Graveley
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Senior Manager, Fixed Income Trading
Jason Graveley and his team are responsible for carrying out investment strategies for numerous separately managed portfolios.
Jeff Probst
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Portfolio Manager
Jeff Probst and his team are responsible for the overall strategy, security selection and risk management of client portfolios.
Jon Schwartz
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Senior Portfolio Manager
Jon Schwartz and his team are responsible for the development and execution of the strategy, security selection and risk management of client portfolios.
Jose Sevilla
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Senior Portfolio Manager
Jose Sevilla calls on more than two decades of experience in financial services to analyze, structure and monitor fixed-income portfolios for his clients.
Timothy Lee, CFA
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Senior Credit Analyst
Tim Lee researches and recommends fixed-income investments in the corporate, municipal, sovereign and securitized product sectors.
Ivan Asensio, Ph.D.
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Head of FX Risk Advisory
Ivan Asensio is responsible for delivering strategic risk management advice to clients through direct and iterative dialogue and tailored consulting engagements.
Darrell Leong
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Managing Director, Head of Investment Research
Darrell Leong leads a team of analysts and oversees the research process that includes the corporate bond, asset-backed securities, and sovereign debt sectors.
Steve Johnson
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Portfolio Manager
Steve Johnson and his team are responsible for the overall strategy, security selection and risk management of client portfolios.
Christi Fletcher
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Senior Portfolio Manager
Christi Fletcher and her team are responsible for the overall strategy, security selection and risk management of client portfolios.
Michael Duranceau
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Credit Analyst
Mike Duranceau conducts fixed income research and provides investment recommendations across the corporate credit sector.