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Latest Research
Private Credit: Risks and Realities
Private credit has come under scrutiny in recent months. A series of high-profile bankruptcies and loan-write downs, concerns around exposures to sectors such as software, and rising redemption pressure in retail-facing vehicles have raised questions about the resilience of the asset class. Previously steady inflows and stable valuations are now giving way to signs of strain, including steep sell-offs in publicly listed funds and elevated redemptions in non-traded funds.
June 03, 2026
Latest Research
A Somber Equilibrium: Why a Slower U.S. Labor Market Isn’t Forcing the Fed’s Hand
The U.S. labor market has settled into a low-hire, low-fire equilibrium, where weak hiring activity is offset by limited layoffs. This has kept the unemployment rate in a tight range of 4.3%-4.5% since mid-2025.
June 02, 2026
Latest Research
U.S. Tariffs in Transition: An Uncertain Evolution
U.S. trade policy uncertainty has intensified in 2026 after the Supreme Court struck down IEEPA tariffs in February and the administration’s temporary alternative under Section 122 has been subject to judicial injunctions.
June 01, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
As the conflict in the Middle East extends deeper into the year, this quarter's Q&A focuses on what it means for the global economy, inflation and interest rates. We also take a look at the risks creeping into private credit, job creation and where things stand on U.S. tariffs and the upcoming USMCA review.
May 19, 2026
Latest Research
U.S. Multifamily CRE: Still Soft Fundamentals and an Uneven East Coast
A broad-based recovery in multifamily CRE remains elusive: vacancies remain elevated, and rent growth is flat as the market gradually absorbs the post-pandemic supply push.
May 14, 2026
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Updated Publications
Updated Publications
Weekly Bottom Line
May 29, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
May 19, 2026
Updated Publications
Commodities Quick-Take
May 12, 2026
Updated Publications
State Economic Forecast
March 19, 2026
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Next
Updated Publications
Weekly Bottom Line
May 29, 2026
Updated Publications
Questions? We've Got Answers: Addressing Issues Impacting the Economic and Financial Outlook
May 19, 2026
Updated Publications
Commodities Quick-Take
May 12, 2026
Updated Publications
State Economic Forecast
March 19, 2026
View more updated publications
Latest Research
Latest Research
Private Credit: Risks and Realities
June 03, 2026
Latest Research
A Somber Equilibrium: Why a Slower U.S. Labor Market Isn’t Forcing the Fed’s Hand
June 02, 2026
Latest Research
U.S. Tariffs in Transition: An Uncertain Evolution
June 01, 2026
Latest Research
U.S. Multifamily CRE: Still Soft Fundamentals and an Uneven East Coast
May 14, 2026
Previous
Next
Latest Research
Private Credit: Risks and Realities
June 03, 2026
Latest Research
A Somber Equilibrium: Why a Slower U.S. Labor Market Isn’t Forcing the Fed’s Hand
June 02, 2026
Latest Research
U.S. Tariffs in Transition: An Uncertain Evolution
June 01, 2026
Latest Research
U.S. Multifamily CRE: Still Soft Fundamentals and an Uneven East Coast
May 14, 2026
View more latest research
Commentaries
Commodities & Industry
U.S. ISM Services Index (May 2026)
June 03, 2026
Commodities & Industry
U.S. Vehicle Sales (May 2026)
June 03, 2026
Commodities & Industry
U.S. ISM Manufacturing Index (May 2026)
June 01, 2026
Commentaries
Real GDP (Q1-2026, second estimate)
May 28, 2026
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Commodities & Industry
U.S. ISM Services Index (May 2026)
June 03, 2026
Commodities & Industry
U.S. Vehicle Sales (May 2026)
June 03, 2026
Commodities & Industry
U.S. ISM Manufacturing Index (May 2026)
June 01, 2026
Commentaries
Real GDP (Q1-2026, second estimate)
May 28, 2026
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