Extra Credit: Why Auto Credit May Be the Canary in the Coal Mine (Mawer IM)
Credit markets today reflect a level of calm that feels increasingly out of sync with reality. Investment grade…
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Thoughts from the Road: The Middle East (KKR)
Learn about the latest trip of Henry H. McVey, Head of Global Macro & Asset Allocation, CIO of KKR’s Balance…
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China’s Growth Engine Faces Fresh Challenges (PIMCO)
Looking ahead, inventories can’t keep piling up forever if China wants to counter deflationary trends and maintain…
Global Macro Outlook: Policy Divergence to Structural Dispersion (Nuveen)
2026 is shaping up to be a year defined by the interplay of structural shocks and cyclical policy dynamics. The…
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Explore some of the best analysis we read in October...