Weekly Charts – Week of September 28th
This week we look at CCC high yield spreads, infrastructure investments in U.S. history, how AI is affecting corporate America and we discuss debasement.
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The Good, the Bad and The ugly – Q4 2026
Each quarter, we provide a concise overview of key developments in financial markets along with our perspectives on relevant market and economic topics. Our goal is to provide as much clarity as possible as we navigate the ever-changing financial markets and global economy.