Research & Insights
Perspectives on the markets, investment strategies, economic outlooks, the global economy, and more.
Monthly Economic Update
One Step CloserInflation 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 from the 3.3% YoY figure i…read more
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, ...
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Insights
The Federal Reserve
The Federal Reserve, often referred to as "The Fed," has emerged as a central figure in the economic narrative of the United States, but what ...
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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 ...
Monthly Economic Update
Getting in Sync
The economy showed surprising strength in 2023 by growing 2.5 percent, defying market expectations for the U.S. to slip into a recession under the weight ...
Credit's Weekly Thoughts
Credit Musings: January 30, 2024
This week, we discuss trends in credit card delinquencies and European interest rates.
Monthly Economic Update
End of Year & Hiking Cycle
After implementing the most aggressive interest rate tightening cycle in decades over the last two years, central bankers across the globe are poised to begin ...
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