Markets Recon

Part of CARLYLE

CARLYLE

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The archive

Their research,
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Title Topics Published Actions
Sharpening the edge in credit secondaries
The vote changed Washington, not the barrel
Q4 2026 Global Private Markets Quarterly: A Wealth Portfolio Perspective
AI’s GDP parallax
What history tells us about this midterm election
CLOser to the mark
Financing AI without a SaaS repeat
The new math of rearmament
History of the secondaries market
Saddam, AI, and a series of rate cuts
Washington Policy Outlook: What Matters for Markets in 2026
Warming the Waters
A Light at the End of the Liquidity Tunnel
Markets in Transition: A 2026 Outlook
Are we in an AI bubble?
Remembering Lou Gerstner: Business Titan, Generous Soul
Just-in-case, the possibility for higher commodity prices
Navigating AI Risk
Bubbles as a Feature Not a Bug
Five Questions for 2026
How will the “affordability crisis” impact Fed policy?
Have critics focused on the wrong credit boom?
Will data centers “crowd out” investment in other sectors?
What message are bond and FX markets sending about Japan?
Does the European Union need a new treaty?

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