Learn which 5 key themes we’ll be watching in commercial real estate in 2023 through our new chartbook.

After a tough 2022, the outlook for 2023 is still dominated by inflation and policy–and corporate earnings could be the next shoe to drop.

As inflation moderates to a still-elevated level, this week's chart looks at stock-bond correlations across different inflation environments.

FireSide Host Kara O’Halloran sits down with Chief U.S. Economist Lara Rhame to preview her 10 for ’23 chartbook and discuss her predictions for the markets and economy in 2023.

This isn’t a note about gender. It is a discussion of why the Fed and markets—two entities definitely in a relationship—aren’t really hearing each other.

A new strategy note from Chief Market Strategist Troy Gayeski

A new strategy note from Chief Market Strategist Troy Gayeski

Markets don’t seem to believe Fed policy makers. This week’s chart looks at why market-based Fed funds rate expectations could drive volatility.

Credit market performance diverged in December. High yield bonds started the month higher on optimism that inflation may be cooling before hawkish Fed rhetoric weighed on the asset class over the latter half of December.