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COVID-19 impact on corporate credit markets

Recent market volatility points to heightened uncertainty surrounding the COVID-19 outbreak.

COVID-19 touches down in the U.S., the Fed cuts rates and markets shudder

Chief U.S. Economist Lara Rhame's updated breakdown of the virus and market volatility

COVID-19 widens reach into U.S., causing market volatility to surge

COVID-19 broadened its reach into the U.S. this week, sparking the sharpest equity market sell-off in a decade.

CRE debt has proven resilient during downturns

This week’s chart looks at the resilience of CRE debt during the global financial crisis, highlighting why seniority in the capital structure matters.

CRE debt: An overlooked fixed income asset class?

This week’s chart looks at the components of CRE debt returns since 2007, highlighting income returns, which have more than offset credit losses.

CRE investors see an improved market, but prices to lag

Sentiment has improved across the CRE market, as this week’s chart shows. But investors feel better about broad market conditions than asset prices.

CRE property price growth well above its pre-COVID pace

Commercial real estate property prices rose in August at their fastest pace since 2005. Our chart compares growth today to before the pandemic.

CRE rent growth has mostly outpaced inflation

Amid unrelenting inflation, this week’s chart looks at effective annual rent growth outpacing inflation across certain CRE sectors.
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