By Mark R. Kiesel, Mohit Mittal, Christian Stracke | May 11, 2022 Credit Where Credit Is Due: Four Common Misconceptions in Public and Private Credit Markets Heightened market volatility has led to misconceptions about credit, in our view. We dispel four of them here.
By Annisa Lee, Frank Chen | May 05, 2022 China’s Property Sector Slump: Is Recovery on the Horizon? In the absence of immediate and substantive policy easing at the national level, we believe that the sector could pose a serious risk to the government’s GDP growth target in 2022.
By Allison Boxer | May 05, 2022 Fed Outlook: Expeditious but Nimble Federal Reserve hikes policy rate 50 basis points, while remaining flexible in fighting inflation.
By Vinayak Seshasayee, Allison Boxer | Apr 28, 2022 Bank of Canada: Hike More Now, Less Later The Bank of Canada embarked on a swift tightening path, but secular forces still weigh on the longer-run interest rate outlook.
By Gene Frieda | Apr 27, 2022 The Big Freeze: Sanctioning Russia Raises Questions on Other Currencies Sanctions on Russia’s foreign currency reserves will likely stymie the rise of the Chinese renminbi as a competitor to the U.S. dollar.
By Geraldine Sundstrom, Tania Bachmann, John Mullins | Apr 14, 2022 Russia-Ukraine Ramifications: Not All Trade Is Created Equal The countries’ weight in global trade is relatively small, but outsize exports of raw and semi-finished goods may portend price hikes across a variety of industries.
By Carol Liao | Apr 13, 2022 China Growth Outlook: Counting the Cost of Lockdowns While Beijing has set an ambitious growth target this year with a generous fiscal stimulus plan, new COVID-19 waves are adding to mounting headwinds amid a slowing global economy.
By John M. Devir, Dan Hwang | Apr 13, 2022 U.S. Energy Sector Poised to Regain Dominance As the West cuts Russian energy supplies, U.S. shale oil and natural gas producers may regain global dominance.
By Marc P. Seidner | Apr 01, 2022 Yield Curve Inversions Signaling Caution Rather Than Recession Parsing the yield curve can lead to a variety of conclusions about whether a downturn is coming, while underscoring the importance of flexibility.
By Nick Berardy, Yishan Cao, Lillian Lin, Akimi Matsuda | Mar 30, 2022 Supply Chain Crisis: Disruption Should Lead to Greater Diversification Supply chains set to become less dependent on China over time.
By Joachim Fels, Andrew Balls | Mar 23, 2022 Anti-Goldilocks: Key Takeaways From the Cyclical Outlook Significant uncertainty clouds the outlook as the global economy confronts a shock that is negative for growth and will likely spur further inflation. Recession risks have increased.
By Allison Boxer | Mar 16, 2022 Tug of War: The Fed Begins a Rate-Hiking Cycle as Inflation Trumps Uncertainty The U.S. Federal Reserve raised the policy rate at the March meeting and signaled more hikes to come given the risks from high inflation.
By Greg E. Sharenow, Andrew DeWitt | Mar 02, 2022 Commodities: Time to Shine Commodities appear attractive amid elevated inflation, lingering supply-demand imbalances and high roll yields
By Tiffany Wilding | Feb 10, 2022 Price Hikes in Retail Goods Spur U.S. Inflation – and the Fed Is Watching U.S. inflation outpaced consensus estimates for January, likely complicating the policy path for the central bank.
By Tiffany Wilding, Allison Boxer | Jan 27, 2022 The Fed’s Road to Full Normalization At the January 2022 meeting, the U.S. Federal Reserve signaled an accelerated timetable to normalize policy, but it will be a long process amid an uncertain environment.
By Andrew R. Jessop, Sonali Pier, Sabeen Firozali | Jan 24, 2022 Spotting Opportunities in the High Yield Ratings Migration Improvement in ratings quality in recent years may buttress the high yield bond market’s performance in 2022, even as returns across asset classes could become more subdued.
By Tiffany Wilding, Allison Boxer | Jan 13, 2022 December CPI Data Suggests U.S. Inflation May Be Stabilizing, But Hasn’t Peaked Yet The strong inflation report combined with employment data will likely prompt the U.S. Federal Reserve to begin hiking its policy rate in March.
By Rick Chan, Abhishek Nadamani, Christopher Youssef | Jan 13, 2022 Rise in Treasury Yields May Portend Volatility in the Months Ahead U.S. yields surged to begin 2022 as financial markets gird for central banks to begin tightening monetary policy.
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Aaditya Thakur Abhishek Nadamani Allison Boxer Andrew Balls Andrew Bosomworth Andrew DeWitt Andrew T. Wittkop Anmol Sinha Annisa Lee Beth MacLean Carol Liao Chee Yang Lam Chris Brightman Christian Stracke Christopher Youssef Courtney Garcia Dan Hwang Daniel H. Hyman Daniel J. Ivascyn David Forgash David Hammer David L. Braun Emmanuel Roman Emmanuel S. Sharef Erin Browne Eve Tournier Frank Chen Gavin Power Gene Frieda Geraldine Sundstrom Giang Bui Greg E. Sharenow Harin de Silva Ismael Orenstein Jamil Baz Jerome M. Schneider Jerry Woytash Joachim Fels John M. Devir John R. Cavalieri Josh Davis Joshua Anderson Julie P. Callahan Kate Lehrkind Kenneth Chambers Ketish Pothalingam Konstantin Veit Kwame Anochie Libby Cantrill Lillian Lin Lorenzo Pagani Lupin Rahman Marc P. Seidner Mark R. Kiesel Matthew Livas Matthew Tracey Michael Althof Mike Cudzil Nathan Chiaverini Nicola Mai Normane Gillmann Peder Beck-Friis Philippe Bodereau PIMCO Pramol Dhawan Ray Huang Rick Chan Robert Mead Ryan Murphy Sabeen Firozali Sachin Gupta Samuel Mary Scott A. Mather Sean McCarthy Sonali Pier Stephen Chang Steve A. Rodosky Tania Bachmann Taosha Wang Tiffany Wilding Tina Adatia Tomoya Masanao Tony Crescenzi Vinayak Seshasayee Vinicius Silva William Martinez Yacov Arnopolin Yi Qiao Yishan Cao
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