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Alpha Engine Perspectives
Macro Outlook: All Eyes on Central Banks’ Delicate Dance
January 4, 2023•4 min read

Municipal Outlook: Fresh Opportunities After the Pressures of 2022

Municipal Bond Strategist Jim Grabovac shares his views on outflows, trends and opportunities in the municipal sector.
Market Commentary & Outlook
Macro Outlook: All Eyes on Central Banks’ Delicate Dance
January 3, 2023•4 min read

Macro Outlook: All Eyes on Central Banks’ Delicate Dance

Craig Burelle sets the stage for our Sector Teams' Outlook blog series with his views on the macro backdrop in[…]
Market Commentary & Outlook
China’s Road to Reopening
December 20, 2022•4 min read

China’s Road to Reopening

As the second-largest economy in the world, China’s reopening has important economic and market implications. Here are some key considerations.
Market Commentary & Outlook
Table Version - not using GDP Infographic
December 15, 2022•1 min read

Global GDP Themes and Forecasts (Infographic)

What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
Economic & Cycle Views
We Are Here: Thinking about Recession Risk
November 22, 2022•5 min read

We Are Here: Thinking about Recession Risk

The US has had 12 recessions since 1945. Chief Economist Brian Horrigan contemplates the potential for unlucky #13.
Economic & Cycle Views
Corporate Health Indicators Signal an Economy in Transition
November 10, 2022•5 min read

Corporate Health Indicators Signal an Economy in Transition

Most companies have held up despite weakening pricing power and profit margins. Whether they can keep that up will largely[…]
Market Commentary & Outlook
Market Risk and Midterm Elections: Eyes on the Senate
November 4, 2022•4 min read

Market Risk and Midterm Elections: Eyes on the Senate

Does it matter who wins the Senate? It matters a great deal. Read our latest blog regarding midterm elections.
Alpha Engine Perspectives
The Municipal Market Looks Darkest Before the Dawn
October 20, 2022•3 min read

The Municipal Market Looks Darkest Before the Dawn

While we are not forecasting an imminent reversal in the municipal market, we believe the bulk of this interest rate[…]
Research Insights
After the Storm: Hurricane Ian’s Potential Impact on Municipal Credit in Florida
October 14, 2022•6 min read

After the Storm: Hurricane Ian’s Potential Impact on Municipal Credit in Florida

You might be surprised to learn that despite the devastation, we do not expect Hurricane Ian to have a material[…]

Credit Research
Market Commentary & Outlook
Three Big Questions on the BoE’s Operations
October 13, 2022•3 min read

Three Big Questions on the BoE’s Operations

Senior Sovereign Analyst Jon Levy tackles three big questions on the Bank of England's recent operations.
Research Insights
Municipals & Climate Change Series: Drought & Extreme Temperatures
October 12, 2022•4 min read

Municipals & Climate Change Series: Drought & Extreme Temperatures

In recent years, recurring drought conditions and rising temperatures have negatively affected large parts of the US. Here, we’ll examine[…]

Credit Research
Market Commentary & Outlook
Topsy-Turvy UK Markets Reveal Risks in Policy Responses to the Energy Crisis
September 30, 2022•3 min read

Topsy-Turvy UK Markets Reveal Risks in Policy Responses to the Energy Crisis

Senior Sovereign Analyst Jon Levy looks at this week’s rate and currency shocks in the UK and shares what he[…]
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