As rates keep rising, this week’s chart looks at the 60/40’s historically poor performance, as the Agg has not balanced stocks’ negative returns.

Investors have bet on a Fed pivot recently. Yet, this week’s chart looks at market-based expectations for the Fed funds rate, which have kept rising.

The dollar has surged to multi-decade highs, complicating an already-challenged investing and policy landscape.

With all eyes on jobs, this week’s chart looks at the scale of the Fed’s inflation challenge as employment figures have barely budged this year.

The team assesses the drivers of an ongoing recalibration in the CRE market, points to areas of opportunity amid economic uncertainty and more.

Another CPI report, another upside surprise. We dig into the inflation data, the recent pattern around market reactions, and why the present environment could extend well into 2023.

Rising rates have wreaked havoc on markets this year, but this week’s chart points to CRE debt as an area that could potentially benefit from them.

Markets were gripped with volatility once again in September. Stubbornly high inflation, hawkish Fed rhetoric and poor earnings results in certain economic bellwether stocks weighed on markets with little reprieve.

Our research team recaps what has happened in credit this year, and how market volatility could impact key sectors in the coming months.