1. In March, you anticipated the economy could experience sluggish growth in the third quarter..

Commodities, Fixed Income, COVID-19

Investors appear firmly focused on the economic recovery ahead. With Fed support and the..

Macro Strategies, Market Outlook, COVID-19

The homebuilding and building products industries have held up quite well during this economic..

Credit Research, COVID-19

The severity of the current economic downturn has surpassed that of the global financial crisis..

Macro Strategies, COVID-19

An unexpected development caught my attention in China’s June 12 credit report—the acceleration..

Macro Strategies, Emerging Markets

The COVID-19 pandemic has tipped the global economy into what appears to be the deepest..

Macro Strategies, Sovereign Research, Market Outlook, Infographic, COVID-19