Insights
Research for people who have to make a decision.
Rates, power, trade, and private capital, written by the analysts who cover them and edited for the people who have to sign.
Latest
Six notes, most recent first
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Financial Data Q1 2026
We are pleased to announce the release of our Financial Data Q1 2026 report. Drawing on our proprietary…
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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.
Subjects
Four desks, four ways of reading the same market.
Our notes are filed under the four desks that write them. Nothing is published without a named analyst behind it.
Rates, credit, and currencies, and what the shape of the curve is telling issuers about their own timing.
Power, grids, and the financing gap between an announced target and a connected megawatt.
Shipping, tariffs, and the quiet rerouting of supply chains that shows up in working capital first.
Sponsors, secondaries, and the widening gap between private marks and public comparables.
