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Signaling Games in Monetary Policy: How the Fed, Markets, and Investment Banks Strategize Around Interest Rates

Signaling Games in Monetary Policy: How the Fed, Markets, and Investment Banks Strategize Around Interest Rates

Monetary policy is more than just interest rate decisions, it's a high-stakes signaling game. At the heart of this game is asymmetric information: the Federal Reserve (Fed) holds privileged insights into economic fundamentals, while markets must interpret its actions to form expectations.

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What Our Survey Reveals About the Soft-Landing Narrative, and What It Means Going Forward

What Our Survey Reveals About the Soft-Landing Narrative, and What It Means Going Forward

Last week, we ran a microsurvey in our newsletter to take the pulse of our readers on one of the most debated macroeconomic narratives today: the soft landing.

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Europe-Focused Private Equity Struggles With Exit Slowdown Despite Strong Capital Inflows

Europe-Focused Private Equity Struggles With Exit Slowdown Despite Strong Capital Inflows

Europe-focused private equity (PE) and venture capital funds are facing increasing pressure as a persistent exit slowdown continues to challenge fund managers and investors alike.

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Tariffs Reloaded: Trump’s Trade Gambit and the M&A Domino Effect

Tariffs Reloaded: Trump’s Trade Gambit and the M&A Domino Effect

If Trump’s new reciprocal tariff plan feels like déjà vu, it is — but this time, M&A pros, PE sponsors, and Corp Dev teams are looking at it through a sharper lens.