Chatham sets out its business plan assumptions for Q1 2025. Our latest market update highlights how Q1 market movements, inflation trends, and evolving rate expectations are shaping key business plan assumptions for social housing providers.

Credit spreads shown are averages based on market rate conclusions for independent debt valuations conducted as of March 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, and...

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...

Last week was another choppy week for markets as data again pointed to a slowing consumer and sticky inflation. U.S. trade policy continues to drive uncertainty, and the announcement of 25% tariffs on imported cars, trucks, and auto parts added to worries. Yields remained largely range-bound as...

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.

In our Turn to Chatham video series, Jackie Bowie provides exclusive insights into market developments shaping the U.K. and Europe.

Last week was another choppy week as investors continued to worry about higher inflation and slowing growth. The Fed’s projections did not assuage those concerns, as officials lowered their GDP forecast while raising their projections for core inflation. However, Chair Powell emphasized that they...

Organizations can take advantage of the current rate environment to reassess their interest rate exposure. Locking in rates on future fixed-rate debt issuances can be particularly advantageous because of the heightened volatility in yields and substantial global uncertainty around geopolitics and...

In our second episode of Expert Conversations: Beyond, Kern Roberts and Benoit Duhil de Benaze explore the challenges and opportunities in deal structuring and M&A activity. They highlight the importance of financial risk planning, discussing strategies such as pre-hedging, scenario analysis, and...

Join Jackie Bowie and Mark Weiss as they provide a comprehensive view of the forces shaping the financial markets and global economy. With uncertainty surrounding interest rates, inflation, and geopolitical conflicts, businesses must remain agile in managing risk. Discover market trends, updated...