Chart of the Week: Business Service as Usual
Business services and tech remain strong sectors for LBO candidates. Source: KBRA DLD
Chart of the Week
Chart of the Week: Relative Compression
Private credit yields have narrowed since 2023, but less than for single-Bs. Source: KBRA DLD
Chart of the Week: Tariff Drag
Growth forecasts for this year and next are well below last December’s estimates. Source: Oxford Economics/Haver Analytics
Chart of the Week: All-Weather Buyouts
While direct lending was subdued with rate liftoff, it’s recovered despite tariff noise. Source: DLD KBRA
Chart of the Week: Loans Unleashed
July set record monthly leveraged loan volume; eight of top ten highest in last two years. Source: PitchBook, Bloomberg
Chart of the Week: Behind the Curve
Private equity fundraising through early June is slowest pace in over a decade. Source: PitchBook
Chart of the Week: Exit Ramp
The number of PE exits slumped 1Q after last year’s steady improvement. Source: Preqin Pro
Chart of the Week: Slowing the Slowdown
Notwithstanding tariffs, economists now view the chances of a recession fading. Source: WSJ Surveys of Economists
Chart of the Week: Wealth Effects
The share of wealth assets dedicated to private credit is on the rise. Source: FT, Oliver Wyman
Chart of the Week: Secondary Effects
Since Liberation Day, leveraged loan trading prices have slowly moved higher. Source: Bloomberg US Leveraged Loan Index