Unpacking Uncertainty
March 31, 2025 — In recent weeks, market volatility has surged, driven by uncertainty surrounding the growth picture and Washington’s economic policy, particularly tariffs and budget concerns. This uncertainty has cast a shadow over the economic growth outlook, leaving the private sector grappling with unpredictability and weighing on sentiment indicators.
Featured Insights
Fixed Income
Peering Under the Hood of Auto and Credit Card ABS: Insights into US Consumer Resilience
March 17, 2025 -- In previous Notes, we have explored asset-backed securities (ABS) backed by data centers and critical AI infrastructure. In this week’s edition, we shift...
Fixed Income
The US Consumer’s Economic Test
March 10, 2025 -- In the aftermath of the pandemic, the resilience of the US consumer has been a cornerstone of the economic recovery. Despite facing an unprecedented...
Fixed Income
Growth Concerns Shift Stock and Bond Correlation
March 4, 2025 -- In recent weeks, markets have faced significant changes due to evolving economic data and the Trump Administration's policies. After the November election...