Commentary
July 16, 2026 | Chart of the Week
The Frequent Issuer DiscountJuly 13, 2026 | Monday Morning Perspectives
Inflation and Earnings Take Center StageJuly 9, 2026 | Chart of the Week
The American Consumer is Holding On – But For How Long?July 6, 2026 | Monday Morning Perspectives
Mixed Jobs Data, Falling Yields and Fed Watch in FocusJuly 2, 2026 | Chart of the Week
SpaceX Shares Take Flight Post-IPO but Have Come Back Down to EarthJune 29, 2026 | Monday Morning Perspectives
Tech Repricing Meets Sticky InflationJune 25, 2026 | Chart of the Week
Treasury Curve Shape and Credit SpreadsJune 22, 2026 | Monday Morning Perspectives
Warsh's Debut and a Hormuz ReopeningJune 18, 2026 | Chart of the Week
The PIK Picture: Tracking Non-Cash Income in BDC PortfoliosJune 15, 2026 | Monday Morning Perspectives
Oil and Rates Retreat on Iran Deal OptimismJune 11, 2026 | Chart of the Week
The Structural Forces Driving Continuation Fund GrowthJune 8, 2026 | Monday Morning Perspectives
Ending the Nine-Week Winning Streak in Convincing FashionJune 4, 2026 | Chart of the Week
New Home Sales – Disappointing or Better Than They Appear on the Surface?June 1, 2026 | Monday Morning Perspectives
Markets Advance to New Highs on Resilient Growth and Easing Geopolitical TensionsMay 28, 2026 | Chart of the Week
The Treasury Yield Curve Has Risen and Flattened in 2026