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If the inflation figures begin to move lower, then there is a reasonable chance of working through this cycle of rising rates without experiencing a recession.
June 16UMB Bank -
While a document search will not turn up the dreaded word “stagflation,” the minutes mention on multiple occasions that the FOMC sees risk to growth skewing toward the downside, and inflation risk to the upside.
June 9Build Asset Management -
While the path back to pre-pandemic office life remains uncertain, a protracted remote work reality may be a harbinger for future credit rating downgrades of cities heavily dependent on commuter-driven revenues.
June 2 -
Technology enables us to be better, smarter, and faster and allows its adopters to focus on more substantive tasks, unearth insightful information and manage human relationships.
May 26SOLVE -
Assuming the taxable and tax-exempt rates are highly correlated (and in fact they are), we can show that the expected cost of a fairly priced callable bond exceeds that of an optionless bond.
May 16Kalotay Advisors LLC -
Shorter-dated and high-yield credit will be more likely to succeed in the current volatile environment.
May 6abrdn -
Properly designed public banks would be safer than private banks while promoting economic growth.
April 22ArentFox -
ESG investing has grown complex enough that it’s time we recognize what strategy or product is best suited for a given situation.
April 19VMG Ventures -
With volatility and illiquidity realities for the foreseeable future, insights into new-issue and secondary pricing are critical.
March 18Lumesis -
Firms don’t have to see disclosure of de minimis risk as a compliance matter. They can see it as a chance to better inform their retail clients about liquidity risk, and to put them on the same page as institutional players.
March 7Andrew Kalotay Associates Inc.