A Check on the Health of US Consumers

Published on November 11, 2025

Together with the surge in investments brought about by the CHIPS and IRA acts, plus the recent surge in AI investment, US consumers continue to be the backbone of the US economy.

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What Zohran Mamdani’s Victory Tells Us About the State of Capitalism in America

November 11, 2025
For more than a century, New York City has stood as the beating heart of global capitalism. That’s why this month’s election of Zohran Mamdani, a self-described Democratic Socialist, as the city’s next mayor has sent shockwaves through America’s business and investing community.

How Private Credit Handles the Cycle

November 11, 2025
Credit cycles happen. Defaults happen. But negotiated loan structures, lender protections and long-term capital make private credit uniquely resilient