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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 ...
Credit's Weekly Thoughts

Credit Musings: January 3, 2024

This week, the credit team discusses the year ahead for U.S. banks and corporates.
Monthly Economic Update

Gain Without Pain?

Since the start of the Federal Reserve’s historically aggressive rate hiking cycle in March of 2022, the critical question has been whether this would tip ...
Monthly Economic Update

Has Inflation Taken its Foot off of the Pedal?

Stubbornly high prices showed signs of easing with the October Consumer Price Index (CPI) release. Consumer prices as measured by a broad basket...
Credit's Weekly Thoughts

Credit Musings: November 14, 2023

Moody’s changes its outlook on the U.S. sovereign ahead of Thanksgiving, and lending is becoming more constrained (again).
Monthly Economic Update

To Hike or Not To Hike.

With measures of inflation remaining stubbornly above its 2% target, the Federal Open Market Committee (FOMC) continued its fight against inflation with another rate hike ...
Credit's Weekly Thoughts

Credit Musings: October 17, 2023

This week, we discuss the ramifications of a potential U.S. government shutdown and what the Basel III endgame means for U.S banks.
Credit's Weekly Thoughts

Credit Musings: September 21, 2023

This week, we discuss the ramifications of a potential U.S. government shutdown and what the Basel III endgame means for U.S banks.
Monthly Economic Update

More Work to be Done.

As we enter the second half of the year, stubbornly persistent core inflation and surprising economic resilience remain major themes to the U.S. economic outlook.

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