How are U.S. Consumers and Firms Responding to Tariffs? (Apollo)
How are firms responding to tariffs? 1) Rapid downward revisions to earnings expectations. 2) New orders falling,…
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Investing amid Trade Wars (Sparkline Capital)
We develop a framework to measure firms’ global trade exposure based on their reliance on foreign revenues, supply…
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Investing Amid Macro Uncertainty & Sentiment-Driven Volatility (PGIM)
PGIM Multi-Asset Solutions’ Second Quarter 2025 Outlook examines the fundamental shifts transforming global…
Europe's Leveraged Loan Market Comes of Age (Morningstar Indexes)
Measured by the Morningstar European Leveraged Loan Index, the market value for broadly syndicated loans,…
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