Research report

Showing 1–6 insights out of 14 results
Research report

An inconsistent truth: Interest rates and inflation can diverge

Inflation has skyrocketed in Q3 while benchmark yields have moved lower. Yet these dynamics are not as inconsistent as they currently appear, and persistent inflation and low interest rates could continue well into 2022.

Research report

It’s complicated: Leveraged loans and the LIBOR transition

A deep dive into challenges facing the loan market as SOFR’s incorporation gains momentum.

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.

Showing 1–6 insights out of 14 results