Navigating a Foggy Cycle with Value

Published on February 20, 2025

It has been some time since the financial markets were in a position similar to where they are today.

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Public vs. Private Credit: Finding Their Lanes in 2025

February 20, 2025
Private credit has been one of the most talked-about segments in fixed income markets over the last few years.

Coming in Hot

February 20, 2025
Following the relatively solid January Employment Situation report, the market’s undivided attention, at least economic data-wise, then turned to the latest CPI reading. Indeed, with the jobs aspect of the Fed’s dual mandate clearly showing no urgency to cut rates further at this time, the question then turned to the inflation portion of the policy maker’s mission.