We believe fundamentals in the aircraft industry are in the midst of a strong recovery. Global..

Securitized Research, COVID-19, Recovery

The Chinese government has quickly changed course. After months of enforcing a zero-COVID-19..

Macro Strategies, Sovereign Research, COVID-19

Tightening financial conditions, marked by higher interest rates and volatility, have injected an..

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

Beta, delta, omicron. Each emerging variant of the SARS-COVID-2 virus (the virus that causes..

Macro Strategies, COVID-19

Supply chain issues, slower growth in China and the lingering impact of COVID-19 have created a..

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

We believe global growth in 2021 will remain strong, though a grand global reopening looks..

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