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Insights & Indicators

Join Jason Thomas, Carlyle’s Head of Global Research & Investment Strategy, as he brings guests from across the firm to share observations and opinions on the economic landscape, as well as insights from research being...more

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Latest Episodes

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Episode 13

May 10, 2023

The Outlook for Credit in 2023 with Mark Jenkins

Mark Jenkins, Carlyle’s Head of Global Credit, joins Jason and shares his perspective on the relative position of private credit in the current investment...

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00:17:10

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Episode 12

April 07, 2023

The State of Yields and Defaults with Lauren Basmadjian

As banking concerns continue to impact financing, Lauren Basmadjian, Carlyle’s Co-Head of Liquid Credit, joins Jason for a discussion on commercial real estate, yields,...

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00:15:54

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Episode 11

March 23, 2023

The State of Financing with Brian Lindley

As banks and interest rates continue to be a focal point of the market, Brian Lindley, Carlyle’s Global Head of Capital Markets, joins Jason...

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00:22:50

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Episode 10

February 07, 2023

Potential for Disinflation and Growth

From rate hikes over the course of 2022 to disinflation and growth in the current market environment, Carlyle’s Head of Global Research, Jason Thomas,...

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00:13:03

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Episode 9

December 14, 2022

The Global Economy Shows Resiliency

Jason Thomas, Head of Global Research at Carlyle, discusses the resilience the global economy demonstrated in November including robust “experiences” spending in the U.S....

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00:08:44

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Episode 8

November 16, 2022

Has the Next Recession for the U.S. Arrived?

Jason Thomas, Head of Global Research at Carlyle, discusses recent rate hikes and the data behind the U.S. economy's recessionary behavior. Our research disclosure...

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00:11:51