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.

  • DATE: March 31, 2025
  • TYPE: PDF
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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...

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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...

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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...

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