Chief Market Strategist David Zervos says the most recent FOMC meeting, and resulting Fed commentary, suggests that the risk of overtightening is in balance with the risk of being too accommodative.
Financials
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Mohit Kumar, Jefferies’ Chief Economist and Strategist for Europe, discusses central bank policy, the potential for recession, and why a market rebound may be on the horizon.
Specialty finance companies experienced positive momentum during the second quarter and summer of 2023. Sustained demand for credit from both consumers and alternative funding, along with some encouraging macroeconomic trends, drove continued growth.
Jefferies’ Private Capital Advisory team discusses tailwinds that will nudge more LPs and GPs to use secondary transactions as a tool for preserving liquidity and offering access to upside.