It’s complicated: Leveraged loans and the LIBOR transition
A deep dive into challenges facing the loan market as SOFR’s incorporation gains momentum.
Three reasons CRE property values have remained resilient
CRE property values usually decline during economic recessions. Learn what’s different this time, and how it could impact the next expansion.
5 for ’21: Commercial real estate
2020 created significant challenges for CRE, but we also see reasons for optimism moving forward. Our chartbook outlines recovering transaction activity, the impact of the election, and more.
Chief U.S. Economist Lara Rhame’s 10 for ‘21
2021 will be a balancing act of long-run optimism with near-term challenges. Read our watchlist for 10 big ideas on the economy, policy and markets.
5 for ’21: Corporate credit
See the key charts we believe illustrate the corporate credit landscape for 2021, and how markets are positioned to make it through a vaccine-lit end of the tunnel.
The missing piece: SOFR’s place in the post-LIBOR puzzle
Read about key differences between SOFR and LIBOR, and upcoming milestones for SOFR’s incorporation into markets.