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.
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.
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.
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.
The implications of a rising default rate
Many cite the coming wave of defaults as cause for concern, but history tells us otherwise
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.