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  1. Market Update

    Big investors barred from buying America’s homes

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    Recent data shows a mixed but evolving picture. The labor market is softening, the trade deficit is narrowing, and inflation remains modest. Markets are pricing slower growth, not recession. The S&P 500 rose 1.6% last week and is up 1.8% YTD. The 10-year Treasury ended at 4.18%.
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  2. Guide

    Request your Q4 2025 Market Credit Spreads report

    Credit spreads shown are averages based on market rate conclusions for independent debt valuations conducted as of December 31, 2025. The market spread for an individual loan may vary based on property and loan characteristics, including, but not limited to, location, tenant profile, cash flow,...
  3. Article

    The 2% target: credibility, realism, and the central bank mandate

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    The persistence of inflation has prompted a fundamental question regarding the cornerstone of modern monetary policy: Is the 2% inflation target still realistic, or should central banks adjust it to a higher range to reflect a new environment? While the idea of a "bit of realism" appeals to some,...
  4. Market Update

    Shaky end to 2025

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    U.S. markets weakened late in 2025 and had an uneven start to 2026 as investors weighed tech valuations. In 2025, the Nasdaq returned 21.1%, the S&P 500 gained 17.9%, and the Dow rose 14.9%. On the first trading day of 2026, the Dow rose 0.7%, the S&P 500 gained 0.2%, and the Nasdaq slipped.
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  5. Guide

    Hairy charts: the accuracy of SOFR, SONIA, and EURIBOR vs. historical LIBOR forward curves

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    The forward curve serves as a baseline projection of future interest rates to support investment analysis. Borrowers can use it to evaluate potential costs and returns on investments. While not a precise forecast, forward curves can help borrowers identify potentially advantageous times to...
  6. Guide

    FX forward rates and hedging costs

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    FX hedging costs vary across currency pairs. “Cost” from a certain direction of capital flow is in fact a “gain” in the opposite direction.
  7. Guide

    Fed dot plot vs. historical forward curves

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    The Fed dot plot is a visual representation of the projections made by each member of the Federal Reserve regarding the Central Bank's key short-term interest rate.
  8. Market Update

    Out of the darkness and into the fog

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    U.S. markets sold off early last week as investors continued to question the profitability and valuation in the AI sector but then rebounded Thursday and Friday on cooling inflation data and earnings reports that alleviated some of the AI bubble fears. Overall, the S&P rose 0.1% for the week,...
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  9. Market Update

    BoE cuts rates cautiously while ECB signals continued pause

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    The Bank of England cut rates 25 bps to 3.75% in a narrow 5–4 vote, citing easing inflation but signalling that further cuts will be gradual. The European Central Bank held rates for a fourth meeting, confident inflation is near target, highlighting diverging UK and eurozone policy paths.
  10. Article

    Megadeal M&A hits record fueled by debt

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    U.S. markets traded higher after the FOMC meeting last Wednesday, and the S&P 500 hit an all-time high on Thursday before selling off on Friday to close the week down 0.6%. The S&P return for Q4 so far is 2.3%, and the year-to-date return to 17.5%. The 10-year U.S. Treasury yield rose 5 bps to...
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11-20 of 669 results