Markets appear to expect the Federal Reserve to hold interest rates steady during 2020. In this..

Bank Loans, Sector Outlook

A combination of spread compression and reduced US Treasury base rates contributed to double-digit..

Credit Research, Fixed Income, Market Outlook, Sector Outlook

Brace yourselves. In an unexpected move on January 3, the United States carried out a drone strike..

Macro Strategies

Everyone has their methods for mining valuable insights from the vast amount of data and news..

Macro Strategies, Market Outlook, Sector Outlook

It became abruptly apparent in September, when overnight repo rates surged to near 10%, that..

Securitized Research, Fixed Income, The Fed, Central Banks

As we close out 2019, we took a look back at the year’s most popular blog posts. In a year full of..

Macro Strategies, Bank Loans, Securitized Research, Emerging Markets, Currency