The BoE’s “Table Mountain” Approach Sees Rates Highest for Longest
The Bank of England (BoE) kept its Bank Rate on hold at 5.25% today. The UK’s economic backdrop is weak, so we believe that the BoE will keep interest rates at
Market Events
Latest Insights
The Fed’s Higher-for-Longer Mantra is OK for Bonds
The Federal Reserve went to great lengths to indicate that policy rates will likely remain elevated for some time and that neutral policy may indeed be higher
The Limited Impact of the U.S. Downgrade on Munis
The credit quality of states as a group is not constrained by the U.S. sovereign rating and the U.S. downgrade may not have an impact on Muni bond valuations.
How will China’s economic downturn affect the rest of the world?
Patrick Mcdonough of PGIM Quantitative Solutions discusses the impact of China's economic downturn on other economies.
Fitch’s US Downgrade Doesn’t Raise New Fiscal Concerns
PGIM Fixed Income's Chief US Economist Tom Porcelli discusses Fitch's downgrade of U.S. Debt.
Debt Ceiling: Potential Investment Implications
Daleep Singh, PGIM Fixed Income’s Chief Global Economist, discusses macroeconomic and market implications to the potential debt-ceiling crisis.
Investment Implications of the Fed’s Dovish Hike
Ed Campbell, Co-Head of PGIM Quantitative Solutions’ Multi Asset team, discusses the implications of the Fed’s latest rate hike.
Fed Presses on despite bankiing sector turmoil
The Federal Reserve hiked interest rates on March 22nd for the ninth-consecutive time in the span of a year, bringing its upper-bound target policy rate to 5%.
Credit Suisse: Five Key Takeaways
UBS saves its troubled long-time Swiss rival – what’s next?
Webinar: THE BANK BLOWUP - IMPLICATIONS AND OPPORTUNITIES
With the failures of Silicon Valley Bank and Signature Bank revealing fragilities within the U.S. banking system and prompting concerns from investors and regulators alike, we assess the most recent status of this highly fluid situation and discuss what investors might look for going forward.
Up Next
HOW THE SVB COLLAPSE MAY IMPACT CENTRAL BANKS
Hear as Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research, PGIM Fixed Income, provides his thoughts on how the collapse may impact the future of central banks.
HOW WILL CREDIT SUISSE’S CHALLENGES IMPACT EUROPEAN BANKS?
Edward Farley, Head of European Investment Grade Corporate Bonds, PGIM Fixed Income, talks about the crisis surrounding Credit Suisse, implications for the European financial sector, why the challenges facing banks today are different from those that emerged during the GFC.
ASSESSING THE IG OUTLOOK AFTER SVB’S FALL
David Del Vecchio, Co-Head of US Investment Grade Corporate Bonds, PGIM Fixed Income, discusses the evolving economic outlook, the state of cyclical names, and the overall outlook for IG debt amid the fallout from Silicon Valley Bank’s collapse.
The End for CS Means Some Longer-Term Clarity
The implications from the latest developments in the global banking sector, including the acquisition of Credit Suisse by UBS.
The collapse of SVB and impacts to real estate investing
Hear as Lee Menifee, Head of Americas Investment Research, PGIM Real Estate, provides his thoughts on the turmoil in the banking sector.
Silicon Valley Bank Fallout: Banking Regulations
Hear as James Sonne, Head of Government Affairs, provides his thoughts on the fallout from SVB's collapse, banking regulations, and events in Washington.
Silicon Valley Bank's collapse and what it means for investors
Hear as Patrick McDonough, Portfolio Manager, PGIM Quantitative Solutions, provides his thoughts on Silicon Valley Bank's sudden collapse.
Long-dated Treasuries' horrible year seen as a one-off
The conditions that made a 60/40 portfolio a loser in 2022 have receded, with duration set to make a partial comeback or better this year.
ECB: Having It Both Ways, For Now
The ECB stuck with its guidance & raised interest rates 50 basis points at its policy meeting. However, recent market turmoil has the the central bank cautious.
