What lessons can be drawn from the recent banking tensions?

The announcement of the forced marriage between UBS and Credit Suisse as well as the intervention of the American authorities on the front of the regional banks reduced the pressure on the banking sector. However, the tensions of the last few weeks are having repercussions on the economy. What are the main lines to follow today in terms of investment?
Answers from Fernando Martins da Silva, Director of Investment Policy at BCV.

  • Can we consider that banking tensions are under control?
  • What are the consequences of these events on the economy?
  • How much room do central banks have?
  • Long rates fell sharply. What bond approach should be favored from now on?
  • How to position yourself on stocks?
  • Will the franc remain a safe haven after the announcement of the takeover of Credit Suisse?

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