Insights
Trade
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What the curve says about the next two quarters
Three repricings in nine months, and the question clients ask has changed.
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Ports, freight, and the rerouting of global trade
Volumes have recovered, but they are moving through different ports and routes.
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Financing the grid is the trade of the decade
Capacity is being added faster than the transmission to carry it, and that gap is where the capital…
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Private capital, meet the public market
Sponsors have held assets longer than planned, and the listing window is being tested again.