Market Leadership

Following a banking crisis, where could the market go from here?

April 14, 2023 - 1 minute

James Dixon being interviewed on MoneyTalk.

James Dixon, Director, Family Office Solutions, TD Securities, speaks with MoneyTalk Live on how his team brings the full suite of capital market solutions to family offices and ultrahigh net worth individuals. He discusses what might be next for the market as it recovers from the spotlight-stealing banking crisis. Equipped with key market themes he sees gaining momentum, James answers viewer questions and shares his outlook on how investors might approach portfolio positioning.

Key Takeaways

Oil supply including the surprise OPEC+ production cut, the continuous reassuring of supply chains, and the re-militarization efforts around the globe are a few factors that may determine where inflation could level.
Regional banks have nearly 70% of commercial real estate loans (Source: Federal Reserve) and the commercial real estate sector has been struggling due to higher financing costs and work-from-home policies.
With the tighter lending standards which slows growth and weaker consumer balance sheets, there may be signs of recession. However, with China's recent reopening, it could also have an impact on whether the economy will experience a hard or soft landing.

This episode was recorded on April 4, 2023.

Watch the full episode featuring James Dixon discussing market trends and outlook on MoneyTalk Live.

Disclaimer

This material is intended to provide commentary on securities markets discussed herein.

Not Advice: The information contained in this material is for informational purposes only and is not intended to provide professional, investment or any other type of advice or recommendation, or to create a fiduciary relationship. Neither TD Securities (USA) LLC (“TD Securities USA”) nor any of its affiliates (collectively, “TD”) makes any representation or warranty, express or implied, regarding the accuracy, reliability, completeness, appropriateness or sufficiency for any purpose of any information included in this material. Certain information may have been provided by third-party sources and, while believed to be reliable, has not been independently verified by TD, and its accuracy or completeness cannot be guaranteed. You should not make an investment decision in reliance on this material, which is intended to provide only brief comments on the topics addressed and is based on information that is likely to change without notice. Further, this material does not include risk factors or other material information necessary to make an investment decision and does not take into account your investment objectives or financial condition. You should obtain your own investment, tax, accounting, and legal advice, as appropriate, in order to assist them in deciding whether to enter into any securities transaction.

Not Securities or Derivatives Research: This material has not been produced, reviewed or approved by TD’s securities or derivatives research departments, and is not subject to the independence and disclosure standards applicable to securities and derivatives research reports. The views of the author may differ from others at TD, including TD securities or derivatives research analysts.

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James Dixon
Director, Family Office Solutions, TD Securities

Biography

Based in Toronto, James has over 15 years of capital market experience and over 12 years in Foreign Exchange. James started his capital markets career in 2008 and has been with TD Securities since 2016. His responsibilities include providing macro market color, multi-asset hedging advice, asset allocation idea generation, and trade execution services. James has covered the real money, fast money, central banks, and private equity sectors before transitioning to the Family Office space.