Blogs

The last Fed hike was in July. If this was the last Fed hike during this cycle, and assuming it...

The index of VC-backed IPOs is down 50% since last year when the Fed started raising interest rates, see chart...

Consensus expectations show that the market is expecting Europe to be in stagflation in 2023 and in 2024, see charts...

With inflation forecasts rising and growth forecasts falling in Europe, we can expect the ECB to keep rates elevated.

The CCC spread in Europe is normally very highly correlated with the CCC spread in the US. But this relationship...

The seven biggest stocks in the S&P500 are up more than 50% in 2023, see chart below. The remaining 493...

Since the Fed started hiking rates last year, US households have bought $1.5 trillion in Treasuries, and over the past...

The Business Roundtable CEO survey is designed to provide a picture of the future direction of the US economy by...

Our monthly credit market outlook is available here, and the three key themes for investors are 1) Up in quality,...

Slowing global growth would argue for falling commodity prices. That is also what we are seeing for industrial metals such...