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Driving Private Markets

Weekly brief on private equity, private credit, and institutional capital, explained through data and charts.

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Latest Posts

The M&A Market is Thawing

Jan 8, 2026

•

3 min read

The M&A Market is Thawing

An M&A rebound is driving optimism across private markets

Illiquid Insights
Illiquid Insights
2026 Private Credit Outlook

Jan 2, 2026

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1 min read

2026 Private Credit Outlook

See where the industry is headed in 2026.

Illiquid Insights
Illiquid Insights
Investors Are Sick of Private Equity

Dec 18, 2025

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4 min read

Investors Are Sick of Private Equity

Exits are frozen, fundraising is broken, and liquidity is king

Illiquid Insights
Illiquid Insights
AI’s Round Trip

Nov 26, 2025

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6 min read

AI’s Round Trip

A look inside the circular ecosystem powering the AI boom.

Illiquid Insights
Illiquid Insights
Tariffs on Trial

Nov 13, 2025

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6 min read

Tariffs on Trial

Half of US tariffs hang on one law, and the Supreme Court is deciding its fate.

Illiquid Insights
Illiquid Insights
The Fed is Flying Blind

Oct 31, 2025

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4 min read

The Fed is Flying Blind

Illiquid Insights
Illiquid Insights

Illiquid Insights

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