Media – Blog

Headline Growth Masks Continued Selectivity At first glance, Q2 2026 looks like a dramatic reacceleration in lending activity, with total venture debt volume reaching $44.2 billion, up 129% from Q1. Unfortunately, this headline may be misleading. A single transaction – SpaceX’s $20 billion senior notes offering, priced in June to

Key Takeaways If you’ve read the headlines lately, you might think the American consumer is finally buckling. In late May, The Wall Street Journal reported that the share of credit card balances at least 90 days past due climbed to 13.12% in the first quarter – the highest level since

Economic Data Pushes Out Potential Rate Hike  Recent labor market and inflation data prompted the fed funds futures market to fully price in a rate hike by December, pushed back from expectations for a September hike earlier this month.  Despite the shift, the broader consensus among economists continues to be that the FOMC is more likely to remain on hold throughout 2026 rather

Key Takeaways Shifting Expectations: How the Middle East Conflict Altered the Fed’s Rate Path The conflict in the Middle East has thrown a wrench into the Federal Reserve’s cutting cycle. Prior to the initial attacks on Iran in March, the case for cutting rates in 2026 was strong: Then, the

As money market reform reshapes institutional cash investing, treasury teams may find it worthwhile to take a closer look at A2/P2 commercial paper—and its potential impact on portfolio yield and liquidity. Key Takeaways: For corporate treasury teams managing large liquidity portfolios, the past several years have forced a reconsideration of