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5 for ’21: Commercial real estate
2020 created significant challenges for CRE, but we also see reasons for optimism moving forward. Our chartbook outlines recovering transaction activity, the impact of the election, and more.
Inflation stirring after a decade of dormancy?
Long dormant, inflation expectations have begun to stir. Our chart looks at these expectations and why higher-duration assets may be vulnerable.
Chief U.S. Economist Lara Rhame’s 10 for ‘21
2021 will be a balancing act of long-run optimism with near-term challenges. Read our watchlist for 10 big ideas on the economy, policy and markets.
5 for ’21: Corporate credit
See the key charts we believe illustrate the corporate credit landscape for 2021, and how markets are positioned to make it through a vaccine-lit end of the tunnel.
Price gains dwindle, leaving little for FI investors
Paltry income, little price appreciation leave fixed income investors in a bind. Our chart breaks down Agg returns, outlining potential trouble ahead.
Credit market commentary: November 2020
Credit rallied amid broad market strength in November on news of multiple potentially viable COVID-19 vaccines.
Energy market commentary: November 2020
Despite the rally, there still appears to be room to run for energy heading into 2021.
Showing 611–620 out of 1015 results