August 15, 2018 | By Brian Smedley, Head of Macroeconomic and Investment Research
The outlook for credit amid rising inflation, monetary tightening, and war in Europe.
The risks of tightening into a downturn.
Clues from history on how to successfully end the current surge in prices.
VIDEOS & PODCASTS
Maria Giraldo, CFA, Managing Director, Investment Research, and Evan Serdensky, Director, Portfolio Management, provide our macro and markets outlook.
U.S. Economist Matt Bush analyzes the latest Fed announcement and labor and inflation data, Investment Strategist Maria Giraldo discusses credit risk while the Fed tightens, and Managing Director Chris Keywork updates on the bank loan market.
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