Q4 2023 Economic outlook: Dodged or delayed?
Looking into 2024, we examine whether an economic slowdown has been dodged—or merely delayed.
Q3 2023 Commercial real estate outlook: Are we there yet?
Will the CRE correction continue until prices normalize or is the downturn taking us for a bumpier ride?
Q3 2023 Corporate credit outlook: Can the good times roll?
Markets have displayed almost unwavering strength year to date (YTD). Fundamentals remain sound, but challenges await.
Q3 2023 Economic outlook: Sailing into the slowdown
Concerns of a recession may feel far-fetched but headwinds are gathering. How can investors plan ahead?
Q2 2023 Commercial real estate outlook: A dense fog
The correction in U.S. commercial real estate continues, with ultra-low interest rates and abundant liquidity coming to an abrupt end. The market now must come to grips with a world in which capital is more expensive.
Q2 2023 Economic outlook: Tipping point
Economic data remains strong, but consumer and business sentiment look increasingly shaky. Are we at a tipping point?
