Last Week
Private Markets Outlook – Navigating a Global Market Reset
September 2, 2025
Private markets are entering a new phase of recalibration and opportunity. Sarah Hirsch outlines the four themes driving these changes: easing global rates, policy shifts, democratization of private markets, and long-term megatrends, like electrification and digitization.
The Fed’s Labor Market Dilemma
July’s jobs report missed expectations, but the real story is in the sharp downward revisions to previous months, pointing to softening labor demand. We break down what this means for the Fed, rate cuts, and the markets ahead.
Political and Policy Pressures on the Fed
Julia Hermann explores new sources of pressure on Fed policy, including a broader spectrum of policy uncertainty, political scrutiny, and the market recovery.
Dollar Demand Disrupted?
“Macro Mike” LoGalbo explores why the dollar is dropping despite Fed policy and what shifting global flows reveal about investor sentiment and market risks.
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