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.
Measuring the recovery: Reopen for business
High frequency indicators show how broad reopening is impacting consumers, businesses and investors.
A CLO-ser look at structured products
The what, how and why of an asset class that we believe presents more opportunity than many think.
The next downturn is here. How will CRE debt hold up?
Here we analyze the potential impact of COVID-19 on the CRE debt market by examining the market’s performance during the 2008 GFC and comparing the state of the pre-GFC and pre-COVID markets.
Q1 earnings: Back to the future
The first earnings season in the age of COVID-19 is wrapping up, and company reports gave a glimpse into how the pandemic is impacting corporate America.
Why markets are floating past the economic collapse
In this report, we break down today’s payroll data, recent market performance and what investors need to prepare for next.