More of our insights
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.
Credit market commentary: December 2022
Credit market performance diverged in December. High yield bonds started the month higher on optimism that inflation may be cooling before hawkish Fed rhetoric weighed on the asset class over the latter half of December.
Hawkish Fed to remain a challenge in 2023?
Markets don’t seem to believe Fed policy makers. This week’s chart looks at why market-based Fed funds rate expectations could drive volatility.
Stock-bond correlation could remain elevated in 2023
As inflation moderates to a still-elevated level, this week’s chart looks at stock-bond correlations across different inflation environments.
5 for ’23: Corporate credit
The 5 big ideas we’ll be watching in corporate credit markets in 2023.
