Kenya’s annual inflation rate remained below the 5% midpoint of the central bank’s target range for a 16th straight month, boosting the case for another cut in borrowing costs next week https://t.co/PV8YTwZcBX ...

Core Viewpoint - There are several theories explaining why investors are willing to pay a premium for bonds issued by companies like Microsoft and Johnson & Johnson compared to U.S. Treasury bonds [1] Group 1 - The premium for corporate bonds may be attributed to perceived credit quality and stability of the issuing companies [1] - Investors might seek higher yields from corporate bonds as compensation for taking on additional risk compared to Treasuries [1] - Market dynamics, including supply and demand for corporate bonds, can influence pricing and lead to higher valuations [1]

Private Equity Performance - The private equity industry peaked in Q2 2021, with US firms achieving quarterly returns of approximately 135% [1] - Rising borrowing costs, due to the Federal Reserve's actions in 2022, have made deals less attractive, impacting returns and profits for institutional investors [2] - A slowdown occurs as reduced asset sales and returns to investors lead to less capital for future deals [3] Limited Partners & Institutional Investor Sentiment - Limited partners, including pension funds and endowments, are reportedly frustrated with private equity performance [3][4] - Despite frustration, limited partners are hesitant to publicly criticize private equity due to its historical performance as a good asset class [4] - Limited partners prefer to wait and see how the situation develops [4]

From tech behemoths to power producers, companies have pushed US corporate-bond sales to historically high levels this month as firms capitalize on falling borrowing costs and investor demand https://t.co/EbFMtEskvD ...

Hungary’s central bank kept borrowing costs unchanged for a 12th month despite a currency rally https://t.co/KpzC4v6FYI ...

Market Trends - A surge of issuers from mainland China, Hong Kong, and Macau are returning to the offshore public bond market [1] - Companies are capitalizing on low borrowing costs [1]

South Africa’s central bank kept borrowing costs unchanged, even as cooler-than-expected inflation brought policymakers closer to the 3% target at which they now aim https://t.co/7orxPwijYj ...

Nigeria’s annual inflation decelerated for the fifth straight month in August, opening the door for the central bank to potentially begin pruning record high borrowing costs https://t.co/bdLpim3kPK ...

Brazil’s economic activity dropped for third consecutive month in July, pointing to the toll that hefty borrowing costs are taking on growth https://t.co/UNoVwqAmE5 ...

On this episode of Trumponomics, we explore the structural reasons behind rising borrowing costs across the globe https://t.co/uAimhKf8xJ ...