ECONOMICS

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VIEWPOINTS

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

A Focus on Relative Value Mid Cap PDF
Diane E. Jaffee, CFA |  02 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

Mortgage Market Monitor April 2018 PDF
Brian S. Rosenlund, CFA , Michael Hsu |  18 MAY 2018

April High Yield Credit Update PDF
Brian Gelfand |  16 MAY 2018

April Emerging Markets Debt Update PDF
Anisha A. Goodly |  16 MAY 2018

Commercial Mortgage Market Monitor April 2018 PDF
Brian S. Rosenlund, CFA , Elizabeth J. Crawford |  15 MAY 2018

Loan Review – April 2018 PDF
Drew Sweeney | 
14 MAY 2018

April Rates Update PDF
Tyler Tucci | 11 MAY 2018

April Credit Update PDF
Tammy Karp | 04 MAY 2018

April Consumer ABS Market Update PDF
Tony Lee, CFA | 04 MAY 2018

April Agency MBS Market Update PDF
Stephen K. Leech |  04 MAY 2018

More Monthly Commentary