Commentary
The Everything Rally
Inflection points are often apparent only in hindsight. While it’s premature to call a top to the current rate and…
Read MoreM&A Outlook for 2023 (Last of a Series)
After a deep-dive into the various elements of the M&A market last year, our panel of five top bankers told…
Read MoreM&A Outlook for 2023 (Part Three)
As it turns out, there’s no better lens through which to examine the effects of the current economic environment than…
Read MoreM&A Outlook for 2023 (Part Two)
Any attempt to predict what the future investing climate will be is bound to be an iffy proposition. This point…
Read MoreM&A Outlook for 2023 (Part One)
The beauty of good vacations, aside from their restorative powers, is the opportunity to reflect on the big picture. On…
Read MoreThe Alternative Pipeline
We noted last week the state of play with the Fed’s battle to slay the inflation dragon without also cratering…
Read MoreSoft Landings, Hard Choices
This week the Federal Reserve raised interest rates by 50 bps at its December meeting, following four consecutive increases of…
Read MorePrivate Credit – Why Now? (Last of a Series)
A veteran of leveraged lending and astute Lead Left reader disagreed with our statement last week that private credit terms…
Read MorePrivate Credit – Why Now? (Third of a Series)
The clock is ticking on interest rate hikes. Who will win the fight on inflation: the Fed with a soft…
Read MorePrivate Credit – Why Now? (Second of a Series)
Last Tuesday the winner of the largest Powerball jackpot winner in history – $2.04 billion – was announced (but not…
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