Chart of the Week

Increased bottlenecks from Covid-related issues have extended expected lead times.

Global costs are higher to deliver goods and delays longer, thanks to Covid-related logistic challenges.

Container ships in the US queue are up significantly since the summer.

Higher earnings is being driven by pent-up worker demand; a 4.3% increase over last year.

Growth in the US has slowed, while prices are on the upswing…but for how long?

Unitranche share of 2Q middle market sponsored loans slipped from 1Q, while overall activity jumped.

An armada of large unitranche financings have sailed into the direct lending market this year.

Volume for unitranche financings slumped at Covid’s onset, but quickly recovered.

Fundraising for European direct lending almost doubled since 2015, hit Covid, but is on the mend.

Fundraising for private debt in both US and Europe was strong coming into Covid, fell off, but is recovering.