Markets expect the Fed to be much less hawkish than Fed policymakers do. This week’s chart looks at how the disconnect could drive volatility.

There was a remarkable rally last month as second quarter earnings results were better than feared and markets appear unconvinced that the Fed will be able to hike rates as aggressively going forward, especially given signs of a slowing economy.

Though CPI moderated in July, this week’s chart looks at negative productivity trends that could exaggerate wage pressures and complicate the Fed’s job.

Investors are faced with a changing CRE landscape amid an aggressive rate hike cycle. We explore the implications of higher financing costs, and potential new strategies to capture value.

As a slowing economy looms, our real estate experts outline what they’re watching across each of the key sectors.

Join Head of Investment Research Rob Hoffman as he outlines his thoughts on areas of opportunity in credit markets for second half of 2022.