Book of Jobs

October’s labor report showed lower-than-expected job creation; a good inflation sign. Source: The Daily Shot(Past performance is no guarantee of…

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Novo Nordisk Effect

Blockbuster drugs Ozempic and Wegovy are driving Denmark’s manufacturing production. Source: Apricitas Economics(Past performance is no guarantee of future results.)

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Swede Success

Industrial activity in Sweden surged in August, thanks to higher car and truck production. Source: The Daily Shot / OECD(Past…

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Labor Gains

September’s unexpected new job additions of 336,000 increased Fed hike concerns. Source: U.S. Bureau of Labor Statistics(Past performance is no…

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Home in the Range

High-yield bond yields for 3Q have settled into a tight range around 9%. Source: Pitchbook LCD(Past performance is no guarantee…

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Bonds Away

The Fed’s hawkish rates policy has pushed ten-year Treasury yields to a multi-year high. Source: Board of Governors of the…

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Who’s Leading What

GP-led secondary equity transactions peaked in 2019 but still healthy share. Source: Evercore(Past performance is no guarantee of future results.)

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Primacy of Secondaries

The popularity of secondary equity investments has risen markedly since 2016. Source: Evercore(Past performance is no guarantee of future results.)

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