Chart of the Week
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…
Read MoreNo Stopping This Show
Though a slowdown for 4Q and 1Q 2024 is expected, the US economy shows few signs of it. Source: The…
Read MoreNovo Nordisk Effect
Blockbuster drugs Ozempic and Wegovy are driving Denmark’s manufacturing production. Source: Apricitas Economics(Past performance is no guarantee of future results.)
Read MoreSwede Success
Industrial activity in Sweden surged in August, thanks to higher car and truck production. Source: The Daily Shot / OECD(Past…
Read MoreLabor 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…
Read MoreHome 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…
Read MoreBonds Away
The Fed’s hawkish rates policy has pushed ten-year Treasury yields to a multi-year high. Source: Board of Governors of the…
Read MoreWho’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.)
Read MorePrimacy of Secondaries
The popularity of secondary equity investments has risen markedly since 2016. Source: Evercore(Past performance is no guarantee of future results.)
Read MoreHigh Grade Problem
Investment grade bond issuers are paying more, but activity remains strong.
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