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…
Global Economic Outlook
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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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U.S. Sovereign Debt – Yield Curve to Steepen Further (BNP Paribas AM)
BNP Paribas views the current strength of U.S. GDP growth as heavily reliant on the investment boom related to AI…
Shutdown Economics (State Street)
The U.S. government shutdown stalls public economic data. State Street's experts unpack inflation, labor and…
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