Showing 731–740 out of 1074 results
Could investors be counting on an unrequited Fed pivot?
Investors have bet on a Fed pivot recently. Yet, this week’s chart looks at market-based expectations for the Fed funds rate, which have kept rising.
The Agg is no longer balancing equity volatility
As rates keep rising, this week’s chart looks at the 60/40’s historically poor performance, as the Agg has not balanced stocks’ negative returns.
Credit market commentary: October 2022
Credit rallied last month alongside broader markets. High yield rose 2.85% while floating rate senior secured loans gained 1.03%.
Could a tight housing market mean opportunity in CRE?
Mortgage rates have hit a new high as housing inventory remains depressed. This week’s chart looks at why this could buoy multifamily CRE.
Q3 2022 3D Report: Sympathy for the devil
As the world shifts from globalization to regionalization, we examine and analyze how this shift will alter the investment backdrop.
As inflation cools, macro alarms sound anew
The 10Y–2Y yield curve inverted to its deepest level in 40 years. This week’s chart looks at the yield curve over time as macro risks remain prominent.
Cash flow is king
A new strategy note from Chief Market Strategist Troy Gayeski
A challenging tightrope walk for the Fed gets harder
Financial conditions and markets have danced closely together this year. This week’s chart looks at why their latest move may be problematic for the Fed.
Floating above duration risk while finding yield
A new strategy note from Chief Market Strategist Troy Gayeski
What the FTX is happening in crypto?
Wondering what exactly is going on in the crypto world? Expert Dan Wilk breaks it all down. Plus what recent events mean for the future of the space.
Showing 731–740 out of 1074 results