More of our insights
Inflation – Higher or a head fake?
Chief U.S. Economist Lara Rhame and Kara O’Halloran, Director, Investment Research, share their points of view on where they think inflation is headed. Is this another head fake?
Q2 2021: Almost home
Though pandemic-related challenges remain, economic optimism is in the air and growth is expected to surge. In Q2, we are so close to coming full circle on this unprecedented economic cycle.
How will the “return to normal” impact interest rates?
In this episode, Chief U.S. Economist Lara Rhame and Director, Investment Research Kara O’Halloran provide an overview on the volatility in treasuries and long-term interest rates.
It’s complicated: Leveraged loans and the LIBOR transition
A deep dive into challenges facing the loan market as SOFR’s incorporation gains momentum.
Rates are rising, with big implications for investors
How far will yields go — and why now?
Q1 2021: Taxiing before takeoff
Strong supports will help the economy overcome the Q1 momentum loss and allow growth to truly take off when vaccines and herd immunity arrive later in 2021.
