More of our insights
As inflation rises, real yields fall further
October’s inflation report continues to rattle markets, as real rates have plummeted. Our chart looks at the wide gap between nominal and real rates.
Structured products ready for their CLOse up
Markets are watching as CLOs leave LIBOR. We assess impacts and spotlight opportunities remaining in the asset class
Amid rising inflation, a fixed income gap grows
As U.S. inflation spikes and rates rise, fixed income returns have diverged. Our chart looks at the gap between core fixed income and credit.
Credit market commentary: October 2021
Credit markets were mixed in October. Loans returned 0.27% while HY bonds ended their 12-month streak of gains, down 0.18%.
Inflation: Not just a U.S. problem
Inflation has spiked in not only the U.S, but around the world. Our chart looks at rising CPI readings across developed countries.
Equity market projects calm. Rates don’t. Which is right?
Rates and equity markets project two very different outlooks. Our chart looks at the expectations gap.