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Lara Rhame on the Ukraine conflict, macro implications

Chief U.S. Economist Lara Rhame shares her initial reactions to the Russian invasion of Ukraine and what it means for the global economy.

What a red-hot labor market means for the economy

June added 850,000 new jobs, but the underlying trends in the labor market defy any prior cycle in ways that could add to inflation and complicate Fed policy.

Why the July Fed meeting could spark volatility

Dovish enough? Here’s why the Fed’s rate cut could leave investors disappointed.

Head to Head: Jeff Erdmann, Merrill Private Wealth Management

A conversation with Jeff Erdmann, founding partner of The Erdmann Group at Merrill Private Wealth Management

It’s complicated: Leveraged loans and the LIBOR transition

A deep dive into challenges facing the loan market as SOFR’s incorporation gains momentum.

Is private credit a bubble?

Private credit has grown in both size and breadth, prompting questions around the risks of the asset class and whether it could represent a bubble. We address those concerns in this note.

Is now the time to invest in high yield?

To help answer the question, “Is now the time to own high yield?,” Robert Hoffman looks at the current fixed income environment as well as the performance of high yield and traditional core fixed income assets over previous market cycles.
Showing 361–370 out of 1013 results

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