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Negative-yielding debt nears its all-time high

Get insight into declining bond market yields and how economic uncertainty could negatively impact investors.

The end of an era

How the relationship between interest rates and cap rates affects the outlook for CRE equity investments

Anatomy of an economic slowdown – economic uncertainty becomes a headwind

Softening data YTD and yield curve inversion have raised concerns that growth could slow more sharply than expected, or even contract, resulting in a recession.

Inflation expectations reach a 3-year low

See how dipping inflation expectations support a Fed rate cut, which would signal further troubles for income-oriented investors.

Be careful what you wish for: Fed lays groundwork for summer rate cut

We believe the Fed should take a cautious approach to cutting rates, despite the short-term benefit to financial markets.

Gap in rate expectations signals volatility ahead?

This week’s chart looks at the huge gap between the Fed’s and investors’ rate cut expectations today, and why that could signal volatility ahead.

Economic sentiment falls, merging with hard economic data

Business and consumer sentiment is falling in line with “hard” economic data. Get insight into why and what this could mean for investors.

Credit market commentary: June 2019

Leveraged credit rebounds in June | HY Bonds benefit from repriced rate expectations
Showing 161–170 out of 1074 results

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