Skip to main content
Log In
+ Filter
1-10 of 669 results
  1. Market Update

    Macro crosscurrents move markets

    • Corporates
    • Financial Institutions
    • Infrastructure
    • Insurance
    • Private Equity
    • Real Estate
    • Interest Rate Risk Management
    • Foreign Currency Risk Management
    • Fiscal & Monetary Policy
    Mixed macro signals drove a volatile week, as softer labor data and shifting rate expectations unsettled markets even as risk appetite intermittently returned. Technology and crypto-linked assets bore the brunt of the repricing, highlighting growing sensitivity to capital spending and financing...
    market update thumbnail
  2. Market Update

    BoE holds rates in a close vote; ECB stays on hold

    • Corporates
    • Financial Institutions
    • Infrastructure
    • Insurance
    • Private Equity
    • Real Estate
    • Interest Rate Risk Management
    • Foreign Currency Risk Management
    • Fiscal & Monetary Policy
    The Bank of England’s (BoE) Monetary Policy Committee (MPC) narrowly voted 5-4 to leave rates unchanged at 3.75%, with four members preferring a 25 basis point (bp) cut to 3.50%. Markets had expected a 7-2 vote, and the narrower margin quickly led investors to price in the higher probability of a...
  3. Market Update

    Fed holds rates as leadership shifts

    • Corporates
    • Financial Institutions
    • Infrastructure
    • Insurance
    • Private Equity
    • Real Estate
    • Interest Rate Risk Management
    • Foreign Currency Risk Management
    • Fiscal & Monetary Policy
    Markets were choppy as the Fed held rates steady and signaled patience. President Trump nominated Kevin Warsh to succeed Chair Powell. Gold, silver, and oil climbed and then fell, equities edged higher, and investors now turn to jobs data for direction amid leadership uncertainty globally.
    market update thumbnail
  4. Market Update

    Kevin Warsh’s nomination: what it means for markets and rates

    • Corporates
    • Financial Institutions
    • Infrastructure
    • Insurance
    • Private Equity
    • Real Estate
    • Interest Rate Risk Management
    • Fiscal & Monetary Policy
    At a time when investors are paying close attention to signals around inflation control and central bank independence, markets received Kevin Warsh’s nomination as Fed Chair with relative composure. Rather than triggering a sharp repricing, investors treated the announcement as a question of...
  5. Market Update

    FOMC holds rates steady, emphasizes patience

    • Corporates
    • Financial Institutions
    • Infrastructure
    • Insurance
    • Private Equity
    • Real Estate
    • Interest Rate Risk Management
    • Foreign Currency Risk Management
    • Commodity Risk Management
    • Fiscal & Monetary Policy
    Earlier today, January 28, 2026, the Federal Open Market Committee (FOMC) voted to keep their target rate in a range of 3.50% to 3.75%. The decision was not unanimous, with 10 members voting to hold rates steady while Governors Waller and Miran dissented in favor of a rate cut.
  6. Market Update

    Davos and data

    • Corporates
    • Financial Institutions
    • Infrastructure
    • Insurance
    • Private Equity
    • Real Estate
    • Interest Rate Risk Management
    Policy uncertainty drove a choppy start to the week, with equity markets pressured by renewed tariff concerns before stabilizing. As trade tensions eased, volatility moderated, but not enough to erase early losses. The S&P 500 ended modestly lower on the week, while Treasury yields were unchanged.
    market update thumbnail
  7. News

    Amol Dhargalkar in The Wall Street Journal on Why Companies Are Acting Now in Uncertain Markets

    • Corporates
    • Financial Institutions
    • Infrastructure
    • Insurance
    • Private Equity
    • Real Estate
    • Interest Rate Risk Management
    • Foreign Currency Risk Management
  8. Article

    Request Q4 2025 business plan assumptions

    Chatham sets out its business plan assumptions for Q4 2025. Our latest market update highlights how Q4 market movements, inflation trends, and evolving rate expectations are shaping key business plan assumptions for social housing providers.
  9. Market Update

    A busy week ahead amid a Fed blackout period

    • Corporates
    • Financial Institutions
    • Infrastructure
    • Insurance
    • Private Equity
    • Real Estate
    • Interest Rate Risk Management
    • Foreign Currency Risk Management
    • Fiscal & Monetary Policy
    Recent data present a mixed but evolving picture. The labor market is softening, the trade deficit is cooling, and inflation signals remain modest. Markets are pricing in slower growth, but not a recession.
    market update thumbnail
  10. Guide

    Request your Q4 2025 Lending Market Overview

    • Real Estate
    • Valuation
    The purpose of this report is to present changes in lending markets across key property types for use in marking debt to market for financial reporting. The Chatham fixed- and floating-rate indices for each property type represent how coupon rates and spreads have changed. For the fourth quarter...
1-10 of 669 results