Posts by THE LEAD
Loan Stats at a Glance – 12/18/2023
Source: PitchBook LCDContact: Ryan BrownRyan.Brown@pitchbook.com
Read MoreLower for Longer
The past two years have not been kind to holders of ten-year Treasurys. Source: The Daily Shot, Alpine Macro(Past performance…
Read MoreFour for ’24 (First of a Series)
2023 was characterized by several key themes in the capital markets. The Fed’s battle against inflation, the resulting impact on…
Read MoreThe New Paradigm (Fourth of a Series)
Why is private credit getting called out for potential bubbles and systemic risk when banks have been the ones failing?…
Read MorePrivate Debt Intelligence – 12/11/2023
Special situations funds close over target in North America [wpdm_package id=’67719′] The average percentage of target size at final close…
Read MoreStat of the Week: Personal savings rate
Loan Stats at a Glance – 12/11/2023
Source: PitchBook LCDContact: Ryan BrownRyan.Brown@pitchbook.com
Read MoreLower Later
The futures market now expects Fed Funds to be 120 bps lower next year. Source: The Daily Shot(Past performance is…
Read MoreThe New Paradigm (Last of a Series)
In the capital markets this year, it’s all been about rates and inflation: can the Fed’s higher-for-longer regime bring prices…
Read MoreThe New Paradigm (Third of a Series)
The confusion around differences between public and private credit dynamics has been compounded by the rapid growth of the illiquid…
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