The correction in U.S. commercial real estate continues, with ultra-low interest rates and abundant liquidity coming to an abrupt end. The market now must come to grips with a world in which capital is more expensive.

Are leading economic indicators sending false signals? If not, then Houston we have a problem.

The economy has momentum as we enter Q2, but markets are pricing in risks as policy uncertainty, an inverting yield curve, rising inflation and pessimistic consumer sentiment loom.

How will the economy evolve amid today’s challenges? Chief U.S. Economist Lara Rhame shares her outlook on inflation, housing, the Fed and more.

The team reviews their top five ideas for credit markets in 2022, and how they’ve played out as we kick off Q2.

Markets face a growing list of uncertainties, but we believe that credit’s strong fundamentals should help the asset class find solid footing.

The commercial real estate market enters Q2 with strong fundamentals, but they may be tested in the months ahead. We break down our CRE outlook.