A weak August PPI report today continues the narrative that inflation in the United States is a nothingburger. If I were attempting to be a forecaster, I…
As global markets undergo a fundamental transformation, family offices, once known for their conservative, wealth-conserving approaches, are now embracing risk-adjusted opportunities with long-term promise. The pursuit of…
U.S. treasury rates decreased this week. The 30-year treasury had a decrease of 0.14%. The 10-year treasury rate saw a decrease of 0.13% and is 4.10%. The…
The outstanding market for collateralized reinsurance sidecar structures has accelerated its growth over the year to June 30th 2025, reaching a new record high of $17 billion…
As mentioned in a previous note, we have several economic data points being released BEFORE the FED meeting this month. One of which is the Non-Farm Payrolls,…
Rates markets are starting to act unmoored, with long end Treasury and gilt yields rising. I am not in any position to offer an insider’s view of…
In an era of addressing climate objectives, population growth, and an increasingly wide infrastructure deficit, conventional funding streams are no longer sufficient. Governments cannot bear the weight…
A majority of long-term U.S. treasury rates declined this week. The 5-year treasury rate had the largest decline of 0.23%. The 10-year treasury rate declined by 0.18%…