More of our insights
Research recap: Q2 2022 Economic outlook
How will the economy evolve amid today’s challenges? Chief U.S. Economist Lara Rhame shares her outlook on inflation, housing, the Fed and more.
Opportunity awaits in CRE debt
In an environment starved for income solutions, Chief Market Strategist Troy Gayeski urges investors to consider the new space post-Great Financial Crisis regulations have created in CRE debt.
Q2 2022 Economic outlook: Into or around the storm?
The economy has momentum as we enter Q2, but markets are pricing in risks as policy uncertainty, an inverting yield curve, rising inflation and pessimistic consumer sentiment loom.
Copper and copper miners—Are we in a new supercycle?
A new market update from Chief Market Strategist Troy Gayeski
Q1 Disaster for 60/40…yet the outlook is still challenging
A new market update from Chief Market Strategist Troy Gayeski
Could quantitative tightening drive volatility higher?
As the Fed begins to tighten monetary policy, our chart looks at the VIX through various Fed policies over the past 15 years.
