Summary
Use today’s quiet to stress-test data pipelines, reconcile golden sources, and rehearse playbooks that hold when spreads snap and liquidity thins.
Eashwar Viswanathan
Eashwar leads product management for the institutional asset management segment at Arcesium.
Sources:
[i] PIMCO, May 2022. https://www.pimco.com/lu/en/documents/929f0955-4c36-4815-9842-fdac64cefb39
[ii] NLM, March 2023. https://pmc.ncbi.nlm.nih.gov/articles/PMC10015268/
[iii] FT, April 2025. https://www.ft.com/content/42a7bacb-05f3-4c04-80eb-c29b9f720d8d
[iv] State Street, August 2025. https://www.ssga.com/us/en/institutional/insights/mind-on-the-market-01-august-2025
[v] MCSI, January 2024. https://www.msci.com/research-and-insights/quick-take/us-commercial-property-distress-swelled-in-2023
[vi] Reuters, August 2024. https://www.reuters.com/graphics/JAPAN-YEN/EXPLAINER/xmvjnxjmbvr/