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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 ...
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 ...
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 ...
Credit's Weekly Thoughts

Credit Musings: Quarterly Credit Update

In this quarterly report, the Credit Team provides their thoughts on the macro-outlook, capital allocation, equity and money markets, consumer lending, and delinquencies.

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