Despite uncertainty surrounding a raft of Trump administration initiatives, steady economic data caused the Fed to hold firm.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Assessing credit markets as they respond to proposals for increased fiscal spending in Germany and a tonal shift at the ECB.
Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.
A look at seasonal patterns in high yield and prospects for the coming months.
A look at EM debt hard currency’s resilience amid the tariff threat.
Ranking the best-performing U.S. fixed income sectors of 2024.
John Kerschner points out the biases that he believes may keep investors out of U.S. securitized assets
Exploring the likelihood that Fannie Mae and Freddie Mac will be privatized.
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?
Why the first quarter of 2025 is critical in shaping the inflation outlook and subsequent rate decisions.
Reading between the lines of the FOMC statement and Chair Powell’s press conference comments.