Rate Hike Post SVB?

After the collapse of the SVB the speculation regarding the upcoming rate hikes has increased. One may imagine that the banks benefit when the interest rates go up due to the rise in the NII (net interest income) however that was not the case with SVB. Rate hikes played a major role in this downfall.

Expectations:

Morgan Stanley - 50 Bps hike

Evercore - 25 Bps hike

JP Morgan - 25 Bps hike

Goldman Sachs - No hike

Barclays - No hike

Nomura - 25 Bps rate cut