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Q4 2022 Economic outlook: Struggling for a foothold

Chief U.S. Economist Lara Rhame examines the potential paths for investors amid Q4’s mounting economic uncertainties.

Q4 2022 Corporate credit outlook: At a crossroads

Our research team recaps what has happened in credit this year, and how market volatility could impact key sectors in the coming months.

Credit market commentary: September 2022

Markets were gripped with volatility once again in September. Stubbornly high inflation, hawkish Fed rhetoric and poor earnings results in certain economic bellwether stocks weighed on markets with little reprieve.

Do rising rates favor CRE debt?

Rising rates have wreaked havoc on markets this year, but this week’s chart points to CRE debt as an area that could potentially benefit from them.

Macro matters: Inflation Groundhog Day

Another CPI report, another upside surprise. We dig into the inflation data, the recent pattern around market reactions, and why the present environment could extend well into 2023.

Michael Forman speaks to students at Rutgers University-Camden

Last week our CEO Michael Forman spoke to law, MBA and undergraduate business students at Rutgers University-Camden.

Q4 2022 Commercial real estate outlook: Recalibration in process

The team assesses the drivers of an ongoing recalibration in the CRE market, points to areas of opportunity amid economic uncertainty and more.

Strong jobs data pose latest challenge to the Fed

With all eyes on jobs, this week’s chart looks at the scale of the Fed’s inflation challenge as employment figures have barely budged this year.
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