Corporate Health Weakens as Pricing Power Falls Sharply
A plunge in pricing power was one of the most notable developments we found in our latest quarterly survey of our credit analysts, who...
Investment Outlook – January 2023
We anticipate a volatile start to 2023, which could provide investment opportunities. The global economic cycle appears to be transitioning...
Macro Outlook: All Eyes on Central Banks’ Delicate Dance
1. There has been a lot of talk about an approaching recession, yet the markets seem to be pricing a soft landing. What do you think is...
Global GDP Themes and Forecasts (Infographic)
We believe the likelihood of a recession starting in 2023 has been increasing. While the Federal Reserve has not explicitly forecast a...
We Are Here: Thinking about Recession Risk
On the threshold of recession Sad to say, we think the likelihood of a recession starting in 2023 is increasing. While the Federal Reserve...
Corporate Health Indicators Signal an Economy in Transition
Our survey on corporate health in the third quarter painted a picture of an economy in transition. Even as some key fundamentals showed a...
Investment Outlook: October 2022
In our view, the majority of positive developments that propelled markets higher earlier in the current credit cycle are now working in...
Three Big Questions on the BoE’s Operations
The Bank of England (BoE) has intervened to stabilize specific parts of the gilt market in recent weeks. With its gilt purchases slated to...
Global GDP Themes and Forecasts (Infographic)
Global growth has been losing momentum and is expected to continue slowing toward or below trend. Risks remain of a Russian gas cutoff,...
Why We Think Corporate Health Can Withstand an Economic Slowdown
Corporate fundamentals have been deteriorating in the US. Over the past six months we have seen meaningful erosion in profit margins,...
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