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Monthly Economic Update

One Step Closer

Inflation has finally shown signs of cooling, with the month-over-month consumer price index lowering 0.1% in June, bringing the year-over-year figure to 3.0%, a decrease ...
Credit's Weekly Thoughts

Credit Musings: Quarterly Credit Update

In this quarterly update, the Credit Team discusses the changing investor preference for money funds, the reliance on debt for repurchases, growing unsecured consumer balances, ...
Monthly Economic Update

Not There Yet

With measures of inflation remaining above its 2% target, the Federal Open Market Committee (FOMC) continued its approach to keep rates higher for longer at ...
Monthly Economic Update

The Federal Reserve’s Dilemma

The advance estimate for real GDP growth in Q1 came in at a modest 1.6% annualized rate, restrained by trade and inventory adjustments. However...
Monthly Economic Update

Not So Fast

In December, the Federal Reserve turned its focus towards potential rate cuts in 2024 as inflation continued its steady decline towards the policymaker’s 2 percent ...
Credit's Weekly Thoughts

Credit Musings: April 1, 2024

This week, we discuss increasing corporate bond issuance, expanding U.S. manufacturing, and preview the upcoming U.S. bank earnings.
Monthly Economic Update

Policy Easing Ahead?

The Federal Open Market Committee (FOMC) has finally begun to seriously consider the prospect of rate cuts after the most aggressive tightening cycle in four ...
Credit's Weekly Thoughts

Credit Musings: Quarterly Credit Update

This week, the Credit Team discusses the unlikely optimism surrounding the U.S. economy and financial markets as well as the increasing probability of a soft ...

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