Research Briefing
Our estimates suggest that the surge in aggregate bank profitability may continue in the near term, but the outlook remains...
Bank Credit Standards
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Research Briefing
The failure of Silicon Valley Bank and other stresses in the global banking system have triggered a sharp repricing in...
Research Briefing
Our modelling finds few scenarios in which corporate credit offers a compelling return. Stickier inflation or a sharp sell-off in...
Research Briefing
Debt costs continue to soar across advanced economies, threatening to push commercial real estate markets into distress. We believe that...
Research Briefing
The ongoing surge in mortgage rates in advanced economies threatens to push some housing markets into steep downturns. Housing prices...
