17 October 2023
Does The Bear-Steepener Have Legs?
The recent bear-steepening of the US Treasury curve has been driven by the combination of stronger-than-expected economic growth and stable Fed rate expectations. Historically, such periods do not...
18 September 2023
Are Higher Interest Rates Hurting Corporate Balance Sheets?
The Fed will stand pat at this week’s FOMC meeting. It will also lower its inflation and unemployment rate forecasts for 2023. The Fed’s 2023 interest rate forecasts will be revised down, a dovish...
19 May 2023
Greedflation: Fad, Fact Or Fiction?
The notion that companies have been persistently hiking prices faster than costs are increasing – so-called “greedflation” – is not clearly evident in the US, euro area and UK. The US had a “whiff of...
