We believe the likelihood of a recession starting in 2023 has been increasing. While the Federal..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

On the threshold of recession

Sad to say, we think the likelihood of a recession starting in 2023..

Macro Strategies

Our survey[i] on corporate health in the third quarter painted a picture of an economy in..

Macro Strategies

Midterm elections are next week on November 8 and turnout is expected to be high. It is also the..

Macro Strategies, Election

Bond market investors were battered by rising rates during the first three quarters of the year...

Fixed Income, Municipals

Municipal bond issuers are often linked to tangible, physical assets directly exposed to the..

Credit Research, Fixed Income, Municipals, Municipals & Climate Change Series