2022 will be a balancing act between solid growth, surging inflation and policy uncertainty. Read our watchlist for 10 big ideas on the economy, the Fed and markets.
Listen to Lara Rhame and Kara O’Halloran discuss their watchlist.
Download the audio transcript.
We expect 2022 to be a year of solid growth, surging inflation and policy headwinds. Read our chartbook for 10 big ideas on the economy, the Fed and markets.
After the roller-coaster that was 2020, 2021 felt eerily calm in credit markets. Are we in for more of the same next year? Here are 5 big ideas we’ll be watching in corporate credit in 2022.
2020 created significant challenges for CRE, but we also see reasons for optimism moving forward. Our chartbook outlines recovering transaction activity, the impact of the election, and more.
As 2022 approaches, we walk through Chief U.S. Economist Lara Rhame’s 10 big macro ideas for next year.