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KKR Craving Clarity

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Greg P
Greg P
Posted May 7, 2025underEuropean UnionHenry KravisKKRTariffsTRUMP

KKR co-founder Henry Kravis said. They’re looking for certainty about where tariff policy is going. Also KKR trails public markets returns?!


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OPEC

May 7, 2025

Saudi Arabia’s new approach to oil production amidst ongoing challenges within OPEC indicating a willingness to accept lower oil prices, which has stirred market concerns, particularly as WTI prices fall to just above $58 per barrel. He provides historical context on OPEC’s founding objectives of stabilizing oil prices and ensuring fair returns, while highlighting the […]

Greg P
Greg P

Building Costs

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Matt is joined by two experts from Zonda (a leading housing data and insights company), Matt & Todd, to discuss how global tariffs are expected to raise material costs by up to 9%, even for companies that don’t directly import goods. The conversation covers how these pressures are reshuffling market share among building product brands, […]

Greg P
Greg P

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