Inflation is spiking, but the drop in sales vs. production should ease prices.

New business applications are up in many sectors; down big-time in retail.

Defensive sectors have shown the highest gains in enterprise value during Covid.

In IHS Markit survey, asset managers see increased investor focus on ESG matters.

Long-term inflation protected Treasury yields have bottomed out to record lows.

This year marked a dramatic upward shift in the size of funds raised by private debt managers.

Much improved operating performance has driven down loan leverage metrics.

Combined syndicated and direct loans were a record $228 billion, topping BSL’s 2007’s mark.

Not since Spiro Agnew resigned the Vice-Presidency has receiving goods been so long delayed.

The Fed has signaled rate hikes could begin in 2023, but markets are forecasting sooner.