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Inflation stirring after a decade of dormancy?
Long dormant, inflation expectations have begun to stir. Our chart looks at these expectations and why higher-duration assets may be vulnerable.
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.
5 for ’21: Corporate credit
See the key charts we believe illustrate the corporate credit landscape for 2021, and how markets are positioned to make it through a vaccine-lit end of the tunnel.
Price gains dwindle, leaving little for FI investors
Paltry income, little price appreciation leave fixed income investors in a bind. Our chart breaks down Agg returns, outlining potential trouble ahead.
Credit market commentary: November 2020
Credit rallied amid broad market strength in November on news of multiple potentially viable COVID-19 vaccines.
Energy market commentary: November 2020
Despite the rally, there still appears to be room to run for energy heading into 2021.
Post-election bounce? CRE lending as the storm clouds start to clear
Post-crisis environments may be attractive times to originate CRE loans.
Showing 1171–1180 out of 1843 results