Why Private Credit's Been Booming Even as Int...

The hay market is not a transparent market: It is very fractured by types of hay, whether it is alfalfa or clover hay. There are a few opaque, illiquid markets like this — scrap metal for instance — that require some hands-on investigating to figure out. Aiden Johnson is co-found ...  Show more

In April, the price of tomatoes was around $2.69 per pound — the highest seen in some four decades. And tomatoes aren't the only food getting more expensive. From cauliflower to lettuce, fresh produce is spiking all over the place. So what's driving the price spike? And what can ...  Show more

Like many markets, Corporate Credit has faced a rocky start to 2022. For investors, understanding the difference between default and duration risk will be key to positioning for the rest of the year.

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Welcome to Thoughts on ...

The $8 trillion mortgage-bond market plunged to levels rarely seen since the global financial crisis as Treasury yields surged. To analyze why and what’s next, we’re joined by Christopher Maloney, mortgage strategist at BOK Financial Capital Markets, and Bloomberg News reporte ...

New entrants to the rapidly-growing private credit market, scrambling to deploy capital as demand exceeds supply, risk making loans that don’t perform well, according to Alan Schrager, senior partner and portfolio manager at Oak Hill Advisors. “You sort of love private credit tou ...  Show more

As markets look to recent bank failures, how are valuations for both stocks and bonds likely to change with this risk to growth?

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Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. ...