Lots More on the Ongoing Mess That Is Boeing
Shares of Boeing, America's biggest aerospace manufacturer, have plummeted 40% so far this year. The company is facing a string of challenges, including fatal crashes of its 737 Max jet, a door blowin...
25 Okt 202421min
How Banks and Private Credit Became the Best of Frenemies
By now, everyone knows that private credit is a hot market. What's less known is that banks want in on it too. It's an odd state of affairs given that both these entities are in the business of making...
24 Okt 202442min
Why Mortgage Rates Went Up After the Fed's Big Cut
On September 18, the Federal Reserve kicked off the cutting cycle by reducing overnight rates by 50 basis points. Since then, mortgage rates have gone higher. This is not obviously an intuitive thing ...
21 Okt 202435min
Meb Faber on the Big Bear Market in Diversification and Tactical Allocation
For decades, investors have been told that diversifying is a good thing. You should hold a basket of stocks across different sectors and geographies, plus bonds, maybe some commodities or real estate,...
18 Okt 202450min
Richard Koo and Zichen Wang on What Just Happened in China
In September, Chinese policymakers shocked the markets by unveiling a set of stimulus measures designed to boost the economy and bolster the real estate market. While it's too soon to know whether the...
17 Okt 20241h 18min
Apollo Explains How Big Tech Is Disrupting Credit Markets
Big tech stocks have had an enormous impact on the stock market, with Magnificent 7 companies like Apple, Microsoft and Nvidia now dominating equity indices and basically dictating the path of benchma...
14 Okt 202446min
The ROI Rules of AI: Sirion's Legal AI (Sponsored Content)
What if your contracts could be a roadmap to running your business – the first step in managing your relationships with your suppliers and clients? That’s the function of Sirion, a contract lifecycle ...
13 Okt 202410min
Austan Goolsbee on How This Cycle Turned Out To Be So Different
In 2022 and 2023, the Federal Reserve basically had one focus: defeating inflation. That's now changed. Keeping inflation at bay is still important, but the Fed is now attuned to labor market risks as...
11 Okt 202446min
