Blogs

While headline default rates have ticked up in the last two years, they are primarily driven by distressed exchanges, see...

The chart below shows that when interest rates are low, more unicorns are created because it is cheaper for startups...

On Monday, we will get manufacturing ISM for January, and it is likely to show a big jump higher, see...

Explore the potential role of private markets in diversifying portfolios against a backdrop of heightened risks in public equity and...

In France, government pension spending is 14% of GDP. In Germany, it is 10%, and in the United States, it...

The DeepSeek correction in tech stocks has not changed the overall concentration problem in the S&P 500, see chart below....

Asset allocation has evolved from the 60/40 portfolio to the barbell portfolio to now focusing on fixed income replacement and...

The share of companies planning to raise prices remains elevated and has started to trend higher, see the first chart...

We created a chart book looking at recent trends in US immigration. It is available here, with key charts inserted...

The incoming data shows that weekly same-store retail sales are strong, daily debit card spending data is strong, daily TSA...