Investors expecting rapid rate hikes, followed by a quick reversal? Our chart looks at market expectations for a possible policy mistake.

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.

In an environment starved for income solutions, Chief Market Strategist Troy Gayeski urges investors to consider the new space post-Great Financial Crisis regulations have created in CRE debt. 

After two years in negative territory, real yields are back to zero. Our chart looks at real yields impact on growth and value stocks.

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.

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.

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

A new market update from Chief Market Strategist Troy Gayeski