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.

Chief U.S. Economist Lara Rhame examines the potential paths for investors amid Q4’s mounting economic uncertainties.

The risk-return relationship for the risk-free rate has grown riskier. This week’s chart shows the 2-year note’s Sharpe ratio turning deeply negative.

We examine the bright spots across the real estate market in a more challenging macro environment.