Q2 2023 Corporate credit outlook: Déjà vu?
Macro sentiment around the path of interest rates, preference for risk-taking and the general economic outlook has had a remarkably similar impact on corporate credit in 2023 as it did in 1H 2022.
Q1 2023 Commercial real estate outlook: Mind the gap
A wide divergence between buyer and seller expectations sets up an uncertain beginning to 2023 for the CRE market.
Q1 2023 Corporate credit outlook: Navigating the crosscurrents
As we enter 2023, credit faces crosscurrents. Fundamentals remain strong but economic growth is likely slowing. We assess what this means for markets in our Q1 outlook.
5 for ’23: Equity markets
After a tough 2022, the outlook for 2023 is still dominated by inflation and policy–and corporate earnings could be the next shoe to drop.
5 for ’23: Commercial real estate
Learn which 5 key themes we’ll be watching in commercial real estate in 2023 through our new chartbook.
Chief U.S. Economist Lara Rhame’s 10 for ‘23
2023 will see easing inflation but rising risk of a recession. Read our watchlist for 10 big ideas on the economy, the Fed and markets.
