Deconstructing Commercial Real Estate
Get our thoughts on the CRE market today, implications for the banking sector, and risk factors we’re monitoring.
Earlier this year, PGIM Fixed Income developed an inflation indicator tool that uses various economic variables to segregate the supply factors that explain the change in inflation, from those associated with demand. The end result helps us gain insight into the future direction of core goods inflation. On this episode of All the Credit®, Guillermo Felices, PhD, Global Investment Strategist, explains our proprietary inflation model and reviews the findings. Guillermo also:
Recorded on December 9, 2022.
Get our thoughts on the CRE market today, implications for the banking sector, and risk factors we’re monitoring.
The U.S. economy has defied predictions of recession amid post-pandemic interest rate volatility.
A discussion on ESG for emerging market sovereigns, the challenges of assessing these issuers, and PGIM Fixed Income's sovereign ESG framework.
Explore how disruptions in the manufacturing, labor, and commodities markets may affect inflation and fixed-income investments.
Guillermo Felices, PhD, Global Investment Strategist, introduces PGIM Fixed Income's research series: Supply Chain Strain
The first paper in our supply chain series assesses the root causes of shortages in the manufacturing sector.
The second paper in our supply chain series assesses the extent of labor market disruptions in the U.S. and Euro Area.
The third paper in our supply chain series assesses whether investors should expect persistent price pressures from commodity markets.
The latest edition to our series analyzes the implications of supply shocks, extends our framework to the Euro Area, and compares its performance to the U.S.
In a follow-up to our supply chain analysis, our more benign inflation outlook points to some compelling fixed income opportunities.