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Content Type: Weekly Market Commentary

BDC Blues: A Warning Sign for Private Credit?

Two Equity Scare Charts (and A Reason Not to Worry)

Inflation or Employment? Four Charts About The Fed’s Rate Cut

Charts of the week: The Labor Market is Slowing

Charts of the week: Artificial Intelligence is Leading a CapEx Boom

Equity Market Concentration

Tariffs and Earnings Season, Part 2

A Muni Market Misstep

Four Charts that Explain Gold’s Rally

Equity Investor Exuberance in Four Charts

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