Current conditions could persist for some time, but with a possible recession approximately two years away, the time for caution is approaching.
Investors are coming to terms with the idea that the Fed will keep raising rates because of inflation and economic pressures.
The equity bull market, while bloodied by rising rates, is not broken.
Assessing the risks of covenant-lite loans, 0 percent Libor floors, tax reform, and tightening spreads.
Our new analytical tools point to a high probability that the next recession will start in late 2019 to early 2020.
The Fed’s tapering program may pressure Agency MBS, but it could also increase investment opportunities.
Concern over high demand and record post-crisis tights has us focused on quality and liquidity.
Fundamentals continue to look healthy in loans, and we expect investors will benefit from higher future coupons.
The CMBS market is finally growing, but recent storms and transaction structures highlight broad market complacency.
While year-to-date sales volumes lag last year’s totals, originations continue at a strong pace.
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