More of our insights
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.
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.