Charted territory: Buy the bushel, but beware of bad apples
After relatively benign credit conditions following the pandemic, dispersion of loan issuer quality is growing. Read more in our Q1 corporate credit playbook.
Q1 2024 Economic outlook: Landing coordinates
We look at risks to three key assumptions driving the rosy market outlook, including the coordinates of a soft landing, the pace of inflation and rate cut prospects.
Q1 2024 Commercial real estate outlook: The long way ’round
The U.S. commercial real estate market enters 2024 balancing hopes for a better year with fears of a more significant downturn.
Chief U.S. Economist Lara Rhame’s 10 for ’24
Chief U.S. Economist Lara Rhame offers her predictions for the 10 essential macro and market trends facing investors in 2024.
Q4 2023 Commercial real estate outlook: Push and pull
Countervailing forces continue to define today’s CRE market, with the push of higher interest rates opposed by the pull of impressively resilient fundamentals.
Q4 2023 Corporate credit outlook: Riding the wave
Rising real rates cast doubt on equities and growth while credit outperforms driven by elevated yields. Lower-rated credit continued to lead returns despite tighter spreads.