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Post-election bounce? CRE lending as the storm clouds start to clear

Post-crisis environments may be attractive times to originate CRE loans.

Energy market commentary: November 2020

Despite the rally, there still appears to be room to run for energy heading into 2021.

Credit market commentary: November 2020

Credit rallied amid broad market strength in November on news of multiple potentially viable COVID-19 vaccines.

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.

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.

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.
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