In our latest episode of “Insights from the PM’s Desk,” Justin Plouffe, Deputy Chief Investment Officer for Global Credit, sits down with Jason Thomas, Head of Global Research & Investment Strategy, to unpack what #tariffs are signaling and why many companies are “waiting it out.” Jason shares fresh data from Carlyle’s portfolio and explains: ➡️ Why tariff exposure hasn’t hit earnings—yet ➡️ How companies are relying on inventory stockpiles ➡️ Why tariffs may be more about revenue than trade ➡️ What the Fed is (and isn’t) likely to do next Tune in to hear our view on the increasingly complex policy environment—and how #PrivateCredit investors can navigate it. To learn more, visit: http://spr.ly/6044NtInK #CreditMarkets #MacroOutlook #Inflation #PrivateMarkets
