Chart of the Week: 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.)
Chart of the Week
Chart of the Week: Swede Success
Industrial activity in Sweden surged in August, thanks to higher car and truck production. Source: The Daily Shot / OECD(Past performance is no guarantee of future results.)
Chart of the Week: 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 guarantee of future results.)
Chart of the Week: 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 of future results.)
Chart of the Week: 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 Federal Reserve System (US)(Past performance is no guarantee of future results.)
Chart of the Week: 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.)
Chart of the Week: Primacy of Secondaries
The popularity of secondary equity investments has risen markedly since 2016. Source: Evercore(Past performance is no guarantee of future results.)
Chart of the Week: High Grade Problem
Investment grade bond issuers are paying more, but activity remains strong.
Chart of the Week: Steady as She Grows
The Fed’s hawkish rate regime has tamed the higher pace of US economic growth.
Chart of the Week: Indexed Returns
Almost two decades of data show strong junior capital returns relative to other credit.