Insights

Credit

Q4 Corporate credit outlook: At a crossroads

With the market environment at a critical juncture, we examine the potential outcomes for credit in the final months of the year.
Showing 1–6 insights out of 170 results
Credit market commentary

Credit market commentary: November 2022

Markets broadly rallied once again in November on early signs inflation may be cooling and the Fed may soon slow its aggressive pace of rate hikes.

Chart of the week

As inflation cools, macro alarms sound anew

The 10Y–2Y yield curve inverted to its deepest level in 40 years. This week’s chart looks at the yield curve over time as macro risks remain prominent.

Credit market commentary

Credit market commentary: October 2022

Credit rallied last month alongside broader markets. High yield rose 2.85% while floating rate senior secured loans gained 1.03%.

Chart of the week

The Agg is no longer balancing equity volatility

As rates keep rising, this week’s chart looks at the 60/40’s historically poor performance, as the Agg has not balanced stocks’ negative returns.

Credit market commentary

Credit market commentary: September 2022

Markets were gripped with volatility once again in September. Stubbornly high inflation, hawkish Fed rhetoric and poor earnings results in certain economic bellwether stocks weighed on markets with little reprieve.

Podcast

Q4 2022 Corporate credit outlook: At a crossroads

Our research team recaps what has happened in credit this year, and how market volatility could impact key sectors in the coming months.

cars at a crossroads
Showing 1–6 insights out of 170 results

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