Macro and Markets
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Accrued Interest
Will Headlines Hit Your Bottom Line? Risk and Reality in Today's Credit Market
Macro Signposts
More to Know
Increasing the frequency of marks does little to improve transparency or accuracy in private credit when prices are not anchored to observable, market-based transactions.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Strategies to strengthen and diversify portfolios need to adapt to a world where geopolitical risk is a feature rather than a bug.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Targeted interventions could lower mortgage rates, but missteps risk making affordability worse.
Higher rates have strengthened return potential for tax exempt municipals, while widening differences in credit quality are strengthening the case for active management.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
In a world of intensified uncertainty and dispersion, investing becomes less about forecasting and more about favoring more liquid, high quality assets that can be resilient across a variety of scenarios.
Efforts to make private credit tradable face obstacles and risk undermining one of the main reasons – earning an illiquidity premium – that investors look to private assets.
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