Research report

Showing 1–6 insights out of 12 results
Research report

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.

Research report

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.

Research report

Election 2020: Polls, policies and market impacts

Markets are squarely focused on the outcome of the upcoming U.S. election, which poses significant uncertainty for equity markets and interest rates.

Election
Research report

LIBOR reform: From theoretical to tactical

LIBOR is set to be replaced as the benchmark overnight interest rate by the end of 2021. As it draws near, we look at the potential ramifications for the overnight lending market.

Research report

Measuring the recovery: Pressing pause

COVID-19’s resurgence in the U.S. has paused the nascent economic recovery. We dive into traditional and high frequency data to show how the pandemic is impacting economic activity and equity market performance.

Pressing pause on measuring the economic recovery
Research report

Measuring the recovery: Reopen for business

High frequency indicators show how broad reopening is impacting consumers, businesses and investors.

Showing 1–6 insights out of 12 results