Do the recent trade tensions matter for the U.S. economy?
As the U.S. becomes entirely self-sufficient and even begins to become a net exporter of oil, it is likely to keep a lid on oil prices in the long-term.
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Do the recent trade tensions matter for the U.S. economy?
Negative effects would occur in the context of an economy less energized by fiscal stimulus than was the case last year.
How will the labor force limit growth?
Last week’s employment report showed the U.S. unemployment rate falling to 3.6%, a multi-decade low. With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, in
Weekly Bond Bulletin: Quality bias in emerging markets
Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?
Market volatility impact on funded status
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
U.S. Insurers’ CML Allocations
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Will the Fed cut rates?
Over the past few weeks, futures markets have begun pricing in an increasing chance that the Federal Reserve (Fed) will cut interest rates at its July meeting. This has also been reflected in the cash bond market, where yields out to the 6-month maturity
Weekly Bond Bulletin: Searching for value in emerging markets
A relatively benign G20 summit and expectations for easier financial conditions ahead have boosted demand for emerging market debt. However, areas of value can still be found.
Five things to know about the corporate debt market
Investors are concerned about the deterioration of corporate debt quality.
4Q18 Earnings: A fork in the road
Markets have bounced back nicely in 2019 after a volatile December due to concerns of rising rates, peak economic and earnings growth and geopolitical tensions.