Outlooks

Showing 7–12 insights out of 78 results
Economic outlook

Q3 2024 Economic outlook: The summer before the election

Momentum and optimism are both driving markets. But election-related policy uncertainty could impact investors.

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Corporate credit outlook

Q2 2024 Corporate credit outlook: Drafting down the straightaway

Continued economic stability has fostered healthy fundamentals in most leveraged credit, but risks are accumulating in loans to lower-rated private borrowers.

Formula One race cars driving
Outlooks

Q2 2024 Economic outlook: Balancing optimism with challenges

Optimism is stretching markets to new heights, but inflation is proving stubborn, limiting the scope of Fed rate cuts and putting upward pressure on rates.

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Commercial real estate outlook

Q2 2024 Commercial real estate outlook: Attitude adjustment

CRE investor sentiment seems to be perking up, even as high rates continue to challenge the market.

Commercial real estate building
Corporate credit outlook

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.

Economic outlook

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.

Showing 7–12 insights out of 78 results

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