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Investment Outlook – January 2024

INTRODUCTION As inflation continues to trend lower, most central banks appear to be done hiking interest rates. The European Central Bank...

Global GDP Themes and Forecasts

We are past peak inflation in major economies like the US and Europe, but questions remain regarding the speed of deceleration in inflation...

What’s Next for the Credit Cycle?

Looking for signs International airports often have curbside signs that say “look right” or “look left” (i.e., cars drive on this...

Investment Outlook – October 2023

INTRODUCTION We believe the US economy is late in the credit cycle as US Treasury bond yields move to highs not seen since 2007. Mortgage...

Global GDP Themes and Forecasts (Infographic)

Peak inflation appears to be in the past for major economies like the US and Europe, but questions remain regarding the speed of...

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