Congress has moved fast on a fiscal stimulus package. This surprised me in some ways. In my last..

Macro Strategies

About a week ago, an unprecedented polar vortex descended upon the southwestern United States. The..

Credit Research, Fixed Income, Municipals

We believe the global economy could see strong growth in 2021, though the next few months could be..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

Leveraged loans have beneficial characteristics that make them distinct within the fixed income..

Bank Loans

President Biden has quickly begun executing on his policy agenda. In his first ten days in office,..

Credit Research, Commodities

1. The securitized credit sector has lagged the recent broad rally in risk assets. How do you..

Securitized Research, Fixed Income, Sector Outlook