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BDC Common Stocks Market Recap: Week Ended July 3, 2025

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The second half of the year began strongly for all the indices – and the BDC sector- in a holiday shortened week. There were only a couple of material news developments, which we covered. Looking forward, there’s still a bull case to be made, much of which depends on the Fed.

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BDC Common Stocks Market Recap: Week Ended June 27, 2025

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The main indices jumped forward this week but the BDC sector did not. We review the metrics and also assess where the sector stands at the 2025 mid-point. When we look forward into the rest of the year, a heavy fog hangs over everything. We offer a bull and a bear case.

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