Chart of the Week
August 20, 2026
The S&P 500 Index Is Calm. Its Stocks Aren’t.August 13, 2026
Beyond Payrolls: Falling Labor Force Participation Signals a Softer Labor MarketAugust 6, 2026
AI Infrastructure Bonds: A Full Picture of SpreadsJuly 30, 2026
Rise of the Machines: Robotics & Physical AI Deliver Exits in Q1July 23, 2026
Private Equity Spending in Defense and Aerospace ResurgentJuly 16, 2026
The Frequent Issuer DiscountJuly 9, 2026
The American Consumer is Holding On – But For How Long?July 2, 2026
SpaceX Shares Take Flight Post-IPO but Have Come Back Down to EarthJune 25, 2026
Treasury Curve Shape and Credit SpreadsJune 18, 2026
The PIK Picture: Tracking Non-Cash Income in BDC PortfoliosJune 11, 2026
The Structural Forces Driving Continuation Fund GrowthJune 4, 2026
New Home Sales – Disappointing or Better Than They Appear on the Surface?May 28, 2026
The Treasury Yield Curve Has Risen and Flattened in 2026May 21, 2026
It’s Refund Season: Phase One of the Tariff Refunds Has BegunMay 14, 2026
Diesel Squeeze: Rising Prices as Distillate Exports Surge and Inventories Tighten