More of our insights
The missing piece: SOFR’s place in the post-LIBOR puzzle
Read about key differences between SOFR and LIBOR, and upcoming milestones for SOFR’s incorporation into markets.
Election 2020: Polls, policies and market impacts
Markets are squarely focused on the outcome of the upcoming U.S. election, which poses significant uncertainty for equity markets and interest rates.
LIBOR reform: From theoretical to tactical
LIBOR is set to be replaced as the benchmark overnight interest rate by the end of 2021. As it draws near, we look at the potential ramifications for the overnight lending market.
Q4 2020: Further to go
The Q3 bounce has been stronger than expected, and consumers remain resilient. But with concerns about volatility rising and income still hard to find, it’s clear the challenges of 2020 are not over.
Meet the new Fed policy: Low interest rates for years to come
Read an analysis of the Fed’s framework review announcement, and what it means for investors now and moving forward
Measuring the recovery: Pressing pause
COVID-19’s resurgence in the U.S. has paused the nascent economic recovery. We dive into traditional and high frequency data to show how the pandemic is impacting economic activity and equity market performance.