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Recent Perspectives

June 10, 2021

The Fed's Strategic Play: Closing the Chapter on Its Credit Facilities

Examining the Fed’s announcement to sell its SMCCF holdings.

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June 04, 2021

Unpacking the May Jobs Report: Further Progress, but Far from Substantial

A disappointing May jobs report strengthens our conviction that Fed policymakers will stay the course.

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May 19, 2021

Inflation Is Spiking, But You Only Reopen the Economy Once

The spike in core CPI is a one-time adjustment as the economy reopens.

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May 13, 2021

In the Recovery Phase of the Credit Cycle

Strong earnings growth, low default volumes, upward rating migration, and tighter spreads in the recovery phase of the credit cycle.

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May 03, 2021

The Coming Disinflation

Supply chain disruptions may be a near-term challenge, but base effects will slow inflation next year.

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April 07, 2021

Shifts in Risk

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