ECONOMICS

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VIEWPOINTS

“It’s an Eminence Front?” The C&I Loan Puzzle PDF
Chet D. Malhotra | 03 JULY 2018

Any of the Above: Carnac’s Take on Current Rating Agency Accommodation of M&A Activity PDF
Marie H. Choi | 03 JULY 2018

TCW Mid-Year Equity Market Outlook (video)
Michael Reilly | 20 JUNE 2018

Is This Going To Hurt? PDF
Patrick J. Barrett | 01 JUNE 2018

Risk Retention: CMOA, CMV, MOA, RR……B – Y – E – B – Y - E PDF
Drew Sweeney | 31 MAY 2018

Commercial Real Estate Disruptors PDF
Sagar Parikh, CFA | 30 MAY 2018

The Truck Stops Here – May 2018 PDF
Joel Shpall | 17 MAY 2018

Assessing Where We Are in the Equity Cycle (video)
Diane Jaffee, CFA | 15 MAY 2018

Ready for a Reboot? A Case of Consumer Déjà Vu PDF
Nicholas Bender, CFA, Marie H. Choi | 11 MAY 2018

Party Like It’s Almost 1999? PDF
Jamie Farnham | 09 MAY 2018

Is it Just a Game of Jenga®? PDF
Jamie Farnham and Anthony Garcia | 26 APRIL 2018

Credit Risk Transfer PDF
Phillip A. Dominguez, CFA | 24 APRIL 2018

Beware of Relying on Promise and Hope PDF
Jamie Farnham | 24 APRIL 2018

Kicking the Can Down the Road… at Origination PDF
Elizabeth J. Crawford | 17 APRIL 2018

Uncovering Value in Emerging Markets (video)
Penny Foley | 07 FEBRUARY 2018

REIT Adverse Selection PDF
Sagar Parikh, CFA | 27 FEBRUARY 2018

Emerging Markets – Early to Mid Cycle PDF
Anisha A. Goodly, Christopher Hays | 15 FEBRUARY 2018

Is the Consumer Stressing Out? PDF
Chet D. Malhotra |  07 FEBRUARY 2018

Chinese Investment in U.S. Commercial Real Estate (EB-5 and Capital Controls) PDF
Elizabeth J. Crawford | 23 JANUARY 2018

A Balanced Approach to EM Investing PDF
Ray S. Prasad, CFA , Andrey Glukhov, CFA , Anisha A. Goodly |  22 JANUARY 2018

Investor Complacency vs. The Search for Black Swans PDF
William T. Lloyd |  16 JANUARY 2018

Viewpoints


 

MONTHLY COMMENTARY

Commercial Mortgage Market Monitor June 2018 PDF
Brian S. Rosenlund, CFA , Kyle Phillips | 07/19/2018

Mortgage Market Monitor June 2018 PDF
Brian S. Rosenlund, CFA , Phillip A. Dominguez, CFA | 07/17/2018

June High Yield Credit Update PDF
Brian Gelfand | 07/16/2018

June Consumer ABS Market Update PDF
David Doan | 07/11/2018

June Rates Update PDF
Tyler Tucci |
07/11/2018

Loan Review – June 2018 PDF
Drew Sweeney | 07/10/2018

June Credit Update PDF
Tammy Karp | 07/09/2018

June Agency MBS Market Update PDF
Stephen K. Leech | 07/06/2018

June Emerging Markets Debt Update PDF
Anisha A. Goodly | 07/05/2018

More Monthly Commentary