Corporate fundamentals have been deteriorating in the US. Over the past six months we have seen..

Macro Strategies, Market Outlook

The advance estimate of Q2 real GDP is scheduled to be announced July 28 (the day after the FOMC..

Macro Strategies

Escalating inflation and tighter monetary policy appear to have shaken investors’ confidence in the..

Credit Research, Macro Strategies, Securitized Research, Sector Outlook

Recent G-7 discussions about imposing caps on the price of Russian oil and gas have led to some..

Macro Strategies, Sovereign Research, Geopolitics

Jon, can you bring us up-to-date on recent developments at the European Central Bank (ECB)?

In..

Macro Strategies, Central Banks

The Federal Open Market Committee’s announcement of a 75-basis-point (bp) rate hike on June 15..

Macro Strategies, The Fed