Weekly Briefing

Notes from the Road

November 14, 2022

The Pivot is on Pause

November 7, 2022

From Pause to Pivot

October 31, 2022

Slumping Sentiment

October 24, 2022

Downturn Sensitivity

October 17, 2022

Downgrading EBITDA Growth

October 10, 2022

Valuation in Uncertain Times

October 3, 2022

Not Yesterday's High Yield Market

September 12, 2022

Where Do We Go from Here?

June 20, 2022

Wow, What Just Happened?

June 6, 2022

Q1’22 Earnings — So Far So Good

May 16, 2022

Debating the Neutral Rate

May 9, 2022

The Rise of FX Hedging Costs

May 2, 2022

A Losing Streak

April 25, 2022

A Look Back at Q1’22

April 11, 2022

Yield Curve Inversion

April 4, 2022

Go With the Flow

March 28, 2022

Rate Hikes & Breakevens

March 21, 2022