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Perspectives on the markets, investment strategies, economic outlooks, the global economy, and more.
Recent Articles
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…
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 exactly is it and how does it work? Download our whitepaper today to learn more.
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 target.
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.
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 decades to rein in inflation.
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 landing scenario.
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