top of page
The definitive source of private markets intelligence.
Economic Contraction Signals Rough Road Ahead for PE Investors
The US economy experienced a 0.3% GDP contraction in Q1 2025, its first real decline since 2022, as trade policy uncertainty severely disrupted business planning and market confidence. According to PitchBook's "False Start" Q2 2025 Quantitative Perspectives report, the April "Liberation Day" tariff announcement has shifted the US from expected sustained growth into potentially recessionary territory.
May 172 min read
Ares Global Credit Monitor: Global Tariff Shock Rattles Markets, Credit Remains Resilient
Trump's tariff bombshell threatens economic growth but creates opportunity for disciplined credit investors amid the volatility.
Apr 132 min read
Trump Tariffs Confirm KKR's "Regime Change" Global Thesis
Trump's "Liberation Day" tariffs confirm KKR's view that globalization is giving way to regional economic competition.RetryClaude can make mistakes. Please double-check responses.
Apr 122 min read
bottom of page