March Macro Brief Financial fissures emerge

Accenture
arc beats above · slides in the middle · loops below · scroll → 11 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Slide inventory

57
every slide · same image gating as the playbook
01
Slide 1
The visual metaphor of ice cracking aligns with the 'fissures' theme.front_matter
Open slide detailBeat · Surface Observation
02
front_matter
Open slide detailBeat · Surface Observation
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transition
Open slide detailBeat · Surface ObservationLoop · So What Cascade
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summarize
Open slide detailBeat · Surface ObservationLoop · So What Cascade
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frame_problem
Open slide detailBeat · Surface ObservationLoop · So What Cascade
06
The slide uses a color-coded heatmap to indicate economic health (red=deteriorating, green=strengthening).summarize
Open slide detailBeat · Surface ObservationLoop · So What Cascade
07
transition
Open slide detailBeat · First LayerLoop · Domino Effect
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establish_context
Open slide detailBeat · First LayerLoop · Domino Effect
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The slide uses a line chart to illustrate historical bank borrowing spikes, annotated with key economic events.establish_context
Open slide detailBeat · First LayerLoop · Domino Effect
10
The slide uses two line charts to contrast lending growth and credit standards between small/medium and large banks.analyze_data
Open slide detailBeat · First LayerLoop · Domino Effect
11
The slide highlights the 'stickiness' of inflation despite headline declines.analyze_data
Open slide detailBeat · First LayerLoop · Domino Effect
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establish_context
Open slide detailBeat · First LayerLoop · Zoom In
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The slide uses a line chart to visualize the divergence in performance between Credit Suisse and the broader European banking sector.diagnose
Open slide detailBeat · First LayerLoop · Zoom In
14
The chart highlights that while European banks have lower exposure than the US, confidence effects remain a risk factor for credit availability.analyze_data
Open slide detailBeat · First LayerLoop · Zoom In
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The chart illustrates the 'deposit beta' concept, highlighting the margin capture by banks during the 2021-2023 period.analyze_data
Open slide detailBeat · First LayerLoop · Zoom In
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establish_context
Open slide detailBeat · First LayerLoop · Tale Two Worlds
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Includes a comparison of APAC countries against US/Euro averages and SVB benchmark.analyze_data
Open slide detailBeat · First LayerLoop · Tale Two Worlds
18
The slide uses a dual-panel layout: a bar chart for capital ratios and a table for liquidity programs, followed by a callout box for corporate implications.compare_peers
Open slide detailBeat · First LayerLoop · Tale Two Worlds
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transition
Open slide detailBeat · Deeper Layer
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transition
Open slide detailBeat · Deeper LayerLoop · Segmentation Split
21
The slide uses a combination of a grouped bar chart for country-specific snapshots and a multi-line chart for longitudinal trend analysis.analyze_data
Open slide detailBeat · Deeper LayerLoop · Segmentation Split
22
The slide uses a grouped bar chart format split into two columns to display PMI data for 15 industries. Red boxes highlight specific areas of contraction.analyze_data
Open slide detailBeat · Deeper LayerLoop · Segmentation Split
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Includes a bulleted commentary section and a note on industry classification.analyze_data
Open slide detailBeat · Deeper LayerLoop · Segmentation Split
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Includes a time-series line chart and two bar charts comparing recent performance against a 3-month average.summarize
Open slide detailBeat · Deeper LayerLoop · Segmentation Split
25
Includes Industry Performance (bar chart), Country Performance (bar chart), and New Orders Index (bar chart).analyze_data
Open slide detailBeat · Deeper LayerLoop · Segmentation Split
26
The slide uses a green box to highlight the top-performing sector (Arts & Recreation) and top-performing countries (India/China). A red box highlights the worstanalyze_data
Open slide detailBeat · Deeper LayerLoop · Segmentation Split
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The slide uses a combination of bar charts and bulleted commentary to contrast economic indicators across Brazil, Colombia, Mexico, Saudi Arabia, South Africa, analyze_data
Open slide detailBeat · Deeper LayerLoop · Segmentation Split
28
transition
Open slide detailBeat · Core Insight
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The chart uses a 3-month moving average for inflation-adjusted consumer spending.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
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The chart uses a rebased index where 100 is the central point of sentiment.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
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Data is segmented by Goods and Services. Color coding indicates positive (green), neutral (yellow), and negative (orange) trends.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
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Includes a forecast period starting in 2023E.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
33
The slide uses two bar charts to track consumer sentiment indices over time, accompanied by qualitative commentary explaining the trends.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
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transition
Open slide detailBeat · Core Insight
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Includes a bar chart for sectoral performance and a line chart for regional trends.analyze_data
Open slide detailBeat · Core InsightLoop · Tale Two Worlds
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The chart uses a color-coded legend to represent different industry sectors.analyze_data
Open slide detailBeat · Core InsightLoop · Tale Two Worlds
37
The slide uses a waterfall-style decomposition of real wage growth into nominal wage growth and inflation contributions.analyze_data
Open slide detailBeat · Core InsightLoop · Tale Two Worlds
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Uses a color-coded heatmap (red to green) to represent hiring difficulty and arrows for trends.analyze_data
Open slide detailBeat · Core InsightLoop · Tale Two Worlds
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transition
Open slide detailBeat · Core Insight
40
The slide uses color-coded arrows to indicate the direction of monthly inflation changes.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
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The chart uses a stacked bar approach to show contributions to inflation, with a line overlay for total CPI. 'Core' inflation is defined as the sum of non-energanalyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
42
The chart uses a split layout to display 18 industries. The total percentage change is labeled at the end of each bar.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
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The chart highlights the spread between input and output PPI as a proxy for margin absorption or pass-through.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
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transition
Open slide detailBeat · Implications
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The chart uses annotations to explain specific peaks and troughs in the index.analyze_data
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
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The charts use a 50-point threshold to indicate increases or decreases in delivery times and backlogs.analyze_data
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
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The chart uses a dual-axis approach to compare two related metrics (shortages and price pressures) over time.analyze_data
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
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transition
Open slide detailBeat · Implications
49
The slide uses a dual-panel chart: a line chart for prices and a bar chart for inventory changes.analyze_data
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
50
The slide uses a dual-chart layout to contrast storage levels (seasonal) with price volatility (long-term trend).establish_context
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
51
The slide uses two line charts to compare food price indices and fertilizer price indices, with annotations explaining specific geopolitical and economic eventsanalyze_data
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
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The slide uses a dual-bar chart format to compare two months of data across 13 commodity categories.analyze_data
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
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transition
Open slide detailBeat · Implications
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The chart uses a composite index (0-1 scale) to track financial stress across major economies.analyze_data
Open slide detailBeat · ImplicationsLoop · Domino Effect
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The chart uses an index of weighted net change in credit standards. The upward trend indicates tighter standards.analyze_data
Open slide detailBeat · ImplicationsLoop · Domino Effect
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The slide highlights the impact of recent bank failures on credit risk, specifically noting the widening of bond spreads in interest-rate sensitive sectors.analyze_data
Open slide detailBeat · ImplicationsLoop · Domino Effect