This week, our 3 Things are:
Chinese volatility. Its economic struggles are a double-edged sword to risk markets.
Private credit’s runway. It’s significantly under-allocated, but not likely to stay that way.
Bank lending. They’ve got money to go, as long as you’re on the right side of our “Two...
Published 11/15/24
This week, our 3 Things are:
Animal spirits. Reward, then risk.
Mid-market loan quality. KBRA’s latest research reveals an interesting turn.
Higher for Longer II? The rates outlook comes with a cost.
Published 11/08/24