Financial-system risks put a smaller March rate hike by Federal Reserve back in play

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Financial-system risks put a smaller March rate hike by Federal Reserve back in play
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Financial woes at Silicon Valley Bank are raising questions about whether a broader financial crisis may be in the works.

It’s a risk that seemed to come out of nowhere this week, jolting financial markets out of the focus on inflation and once again shaking up expectations for another Federal Reserve interest-rate hike later in March. Regional-bank solvency concerns, triggered by financial woes at California-based Silicon Valley Bank SIVB, are raising questions about whether a broader financial crisis may be in the works and put pressure on financial-sector shares on Friday.

Analysts described the bank’s problems as one of the consequences of the Federal Reserve’s ongoing interest rate rises which may have imperiled the value of Silicon Valley Bank’s bond portfolio and triggered the need to raise cash, albeit at a $1.8 billion loss. Contagion fears stemming from Silicon Valley Bank first triggered a flight to the safety of Treasurys on Thursday. That trade continued overnight and into Friday — sending 2- TMUBMUSD02Y and 10-year rates TMUBMUSD10Y toward their biggest one-day declines since November.

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