Links for the weekend: Radical Hindu feminists, Chinese refugees to the US, rubbish VCs and why dollar hegemony isn’t over yet
Its Friday, so some more further reading suggestions – leveraged finance cycle closing in on the trough, beautiful smart people, the bull case for uranium and a new carbon tracker launches
Factoids
Credit cycle bottoming out? The latest LCD Leveraged Finance investor survey shows that 71% of investors consider that the US loan index has “hit its lows of the credit cycle”, an increase from 29% who believed this at the end of 2022. The investors surveyed expected the default rate over the next 12 months to reach 2.5%-3.0%, a slight increase …
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