Strategy Report
Are Higher Interest Rates Hurting Corporate Balance Sheets?
Top-down measures of nonfinancial corporate sector balance sheet health have been flattered in recent quarters by inaccurate data on interest expense. After correcting for the inaccurate data, we see that our best measures of corporate balance sheet health show a persistent steady deterioration.
BCA Research | US Bond Strategy
Global Fixed Income Strategy, US Bond Strategy, Foreign Exchange Strategy, and Commodity and Energy Strategy.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.