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Q2 2023 3D Report: Do LEIs lie?

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

Q2 2022 Economic outlook: Into or around the storm?

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.

Research recap: Q2 2022 Economic outlook

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.

Research recap: Q2 2022 Corporate credit outlook

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

Q2 2022: A balancing act

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

Research recap: Q2 2022 Commercial real estate outlook

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.

Q2 2022: A strong market put to the test

Today’s backdrop poses challenges for investors, but we believe areas of opportunity remain across CRE sectors.
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