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Q2 2024 Economic outlook: Balancing optimism with challenges

Optimism is stretching markets to new heights, but inflation is proving stubborn, limiting the scope of Fed rate cuts and putting upward pressure on rates.

Q2 2024 Commercial real estate outlook: Attitude adjustment

CRE investor sentiment seems to be perking up, even as high rates continue to challenge the market.

FireSide: Q2 2024 Research roundup—Adjusting to the old normal

Our experts dive into their outlooks for macro and markets in the second quarter.

Troy Gayeski on Bloomberg: The opportunity cost of cash

Chief Market Strategist Troy A. Gayeski joined Bloomberg to discuss what current rate cut expectations could mean for cash.

Outlook for private equity return drivers favor middle market?

This week’s chart looks at return drivers for middle market buyout transactions, which have generated higher realized capital multiples than large cap and may favor middle market managers looking forward.
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