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

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 of..

Macro Strategies, Emerging Markets

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

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

It may surprise some investors to learn that the leverage profile of emerging market (EM)..

Emerging Markets, COVID-19