More of our insights
Bet on change: What’s next in policy and markets?
Head of Public Policy Jason Cole and Chief U.S. Economist Lara Rhame dive into what the Republican win means for markets, policy and the economy.

Direct lending volume grows amid increased LBO activity
Private credit has increasingly become the preferred source of financing for PE sponsors, with direct lending volume jumping 60% over last year’s level.

Rising volatility expectations point to market anxiety
Expectations for equity and rate volatility spike amid increased election and rate anxiety.

Q4 Research roundup: Landings are bumpy
Our experts dive into their outlooks for macro and markets in the fourth quarter.

Election 2024—Congress matters
Head of Public Policy Jason Cole and Chief Economist Lara Rhame delve into the status on the election with just over one month before election day.

New rate regime, same rate volatility?
Fed rate cuts have not appeared to end rate volatility. Treasury yields retraced their decline as markets digested a still data-dependent Fed.
