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Focus on inflation likely to remain following July data

Inflation has moderated but at a high level. This week’s chart breaks down the CPI report, looks at why alternative income could remain at a premium.

Inflation vs interest rates: the great debate

Members of the Investment Research team gather to discuss the rising Consumer Price Index (CPI).

The Agg races back. Yet core fixed income remains challenged.

Rates decline and the Agg returns to almost breakeven. This week’s chart looks at why core fixed income remains challenged despite the recent rally.

Credit market commentary: July 2021

Declining long-term rates have begun to shift the technical picture in credit markets, which bear monitoring going forward.

Energy market commentary: July 2021

Capital discipline today could set up energy producers for solid cash flow in the future.

Analyzing the red-hot housing market

Members of the Investment Research team gather to discuss the state of the housing market.

The race for space: analyzing the red-hot housing market

With home price growth at its highest level since 2004, we break down key supply and demand drivers and look ahead to what’s next.
Showing 891–900 out of 1737 results

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