Connor 12/13/25 Connor 12/13/25 Less Rulebook, More Judgement: The New Era of Leveraged Lending Oversight Read More Connor 12/7/25 Connor 12/7/25 When Quiet Rivers Turn to Rapids: Late-Cycle Deals, Data Gaps, and the Fed’s Next Move Read More Connor 11/29/25 Connor 11/29/25 Cheering the People, not just the Prints: A Thanksgiving Look at Markets, Households, and Holiday Spending. Read More Connor 11/23/25 Connor 11/23/25 Looking to the Week Ahead with Partial Visibility: Markets, Policy, and People in a Data Fog (November 24-29, 2025) Read More Connor 11/23/25 Connor 11/23/25 Weekly Market Reflection: November 16-22, 2025 Read More Connor 11/22/25 Connor 11/22/25 Starting with Reflection: What Brought Me Here? Read More
Connor 12/13/25 Connor 12/13/25 Less Rulebook, More Judgement: The New Era of Leveraged Lending Oversight Read More
Connor 12/7/25 Connor 12/7/25 When Quiet Rivers Turn to Rapids: Late-Cycle Deals, Data Gaps, and the Fed’s Next Move Read More
Connor 11/29/25 Connor 11/29/25 Cheering the People, not just the Prints: A Thanksgiving Look at Markets, Households, and Holiday Spending. Read More
Connor 11/23/25 Connor 11/23/25 Looking to the Week Ahead with Partial Visibility: Markets, Policy, and People in a Data Fog (November 24-29, 2025) Read More