Private Equity's Uneven Recovery

Large-cap private equity is recovering. Middle market isn’t.

2026 Private Credit Outlook

Private Credit Has Too Much Software

Investors are uneasy over private credit's exposure to the industry.

PE Returns are Falling Behind

Private equity is lagging public markets as it grapples with a new market environment

2026 Private Equity Outlook

Public Credit is Back in the Game

The BSL market is competing, and winning, against private credit

The M&A Market is Thawing

An M&A rebound is driving optimism across private markets

2026 Private Credit Outlook

See where the industry is headed in 2026.

AI’s Round Trip

A look inside the circular ecosystem powering the AI boom.

Tariffs on Trial

Half of US tariffs hang on one law, and the Supreme Court is deciding its fate.

The Fed is Flying Blind

A Messy Decoupling

The Unwinding of China-led Globalization Has Begun

Can the Power Grid Handle the Data Center Boom?

The Weekly Roundup, 8.21.25

The Weekly Roundup, 8.12.25

The Tariff President

Trump’s Strategy Doesn’t Need Trade Deals

No Good Options: Powell’s Interest Rate Crisis

Inflation is sticky. Growth is slowing. A recession could be on the horizon.

The Costs of Cheap Goods: America’s China Trade Backlash

The United States is growing increasingly protectionist against trade with China