More of our insights
Rates are higher. And significantly more volatile.
As rates have risen, so has rate volatility. This week’s chart looks at the daily changes in the two-year Treasury yield over the past year.
Fed funds rate shows no sign yet of retreating.
Could markets be due for more Fed-driven volatility ahead? This week’s chart looks at market-based Fed rate expectations, which continue to rise.
Credit market commentary: January 2023
In a remarkable turnaround from last year’s pervasive negativity, credit markets rallied strongly in January.
Credit has never had consecutive negative annual returns
Are credit markets poised for a bounce back? They have never seen two consecutive down years. This week’s chart looks at historical credit returns.
New year, new view
Research experts Kara O’Halloran and Andrew Korz gather to analyze possible economic scenarios for 2023.
Q1 2023 Corporate credit outlook: Navigating the crosscurrents
As we enter 2023, credit faces crosscurrents. Fundamentals remain strong but economic growth is likely slowing. We assess what this means for markets in our Q1 outlook.
