More of our insights
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.
Rising inflation expectations ripple across the markets
Rates and inflation expectations moved higher this week. Our chart looks at why the Fed isn’t concerned, but markets could remain choppy, nonetheless.
Rates are rising, with big implications for investors
How far will yields go — and why now?
Economists hike forecasts, but not for stocks
Forecasters turn brighter on the economy, but not stocks. This week’s chart asks whether stock investors need to curb their expectations?
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.
