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Inflation data drives market volatility

As the market remains focused on inflation, this week’s chart looks at S&P returns on days when CPI is released compared to non-release days.

Inflation – Higher or a head fake?

Chief U.S. Economist Lara Rhame and Kara O’Halloran, Director, Investment Research, share their points of view on where they think inflation is headed. Is this another head fake?

Income IS the outcome

We’re expected to live much longer than our parents and grandparents. That’s great news. Yet it begs the question: How do we pay for it?

Income investors will face challenges despite solid economy

A projected slowdown in growth means investors need to look beyond core fixed income to generate improved performance from their income investments. Chief U.S. Economist Lara Rhame explains.

In 2023, the Agg has seen little bounce-back

The Agg has lost steam with three consecutive monthly declines. This week’s chart tracks its monthly returns against the 10-year yield.

Implications of a transformed CRE lending market

A new report from Chief Market Strategist Troy Gayeski.

Impact of oil market dynamics

Crude prices tumbled as a supply shock hit an oil market already pressured by COVID-19.
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