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Credit market commentary: April 2019

Leveraged credit rises in April | Leveraged credit yields tighten, loans trade tight to high yield

Energy market commentary: April 2019

Energy space mostly flat in April | How high are midstream correlations?

Markets expect a rate cut. Policymakers don’t.

Get more context on diverging sentiment between markets and policymakers on interest rates – and how this uncertainty could present a headwind for investors.

“Boy, that escalated quickly!” | U.S.-China trade tensions upend complacency

U.S.-China trade negotiations imploded, causing stock market complacency to quickly evaporate.

Bond market signals caution as equities steadily rise

Correlation between stock returns and bond yields has declined considerably. See what this could mean for forward-looking returns.

Equity markets have been telling the wrong story

Falling yields, a perfect storm of policy uncertainty and the looming economic slowdown mean investors should prepare for higher volatility.

Stock returns flat amid 18 months of market gyrations

This week’s chart shows why a seesawing equities market could mean challenged forward-looking returns for investors.

Energy market commentary: May 2019

Market volatility hits energy sector in May | Oil prices: Another downturn or just a blip?

Credit market commentary: May 2019

Leveraged credit declines in May | Prices decline to two-month lows despite stable fundamentals
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