Archive
Browse market commentary, macro analysis, and student-led reporting.
MarketsPrivate EquityOpinion7 April 2026
Buyout activity fell 36 per cent in Q1 2026 as the Gulf conflict and AI disruption to software converge to freeze dealmaking across the private equity industry.
Alexander Eklund5 min read
Read ArticleMarkets5 April 2026
Jet fuel prices have doubled since February, but airlines face a microeconomic bind: raise fares too fast and passengers vanish, raise them too slowly and margins collapse.
AirlinesOil PricesPrice ElasticityIranMicroeconomics
Jay Patel7 min read
Read ArticleSix central bank holds in 48 hours, Brent crude approaching $96, and a US-Iran military conflict have shattered the consensus rate narrative of early 2026, resetting the dollar, the yen, and the entire FX outlook.
FXFederal ReserveBank of EnglandBank of JapanOilGeopoliticsUS Dollar
Raghu Kohli6 min read
Read ArticleMarketsPrivate Equity24 March 2026
Record unsold assets, zombie funds, and pension pain. Why the private equity industry is at a structural turning point.
Private EquityPension FundsM&AZombie FundsInterest Rates
Alexander Eklund12 min read
Read ArticleMarketsPrivate Credit16 March 2026
Retail investors are pulling billions, insiders say defaults are already here, and banks are quietly tightening credit. The mixed signals across private credit mask a single uncomfortable truth.
Private CreditPrivate EquityRiskWall Street
Alexander Eklund7 min read
Read ArticleMarketsPrivate Credit12 March 2026
Partners Group Chair Steffen Meister warns AI will create an asymmetric disaster for private credit, where lenders absorb the losses from disrupted companies while capturing none of the upside.
Rohan Talwar6 min read
Read ArticleMarketsPrivate Credit4 March 2026
Investors pulled $3.7 billion from the world's largest private credit fund. BCRED has posted its first ever net outflows, signalling a turning point for the entire industry.
Rohan Talwar5 min read
Read ArticleMarketsPrivate Credit24 February 2026
Blue Owl permanently restricts investors from withdrawing cash from its inaugural retail debt fund, backtracking on plans to reopen redemptions this quarter.
Oscar McGuinness6 min read
Read Article