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PE Intelligence 11/25
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Velocity Meter
European Equities Are Trouncing the S&P 500
European equities are outperforming US markets as the Fed decentralizes its structure, creating a new, ambiguous regime for capital allocators by moving away from explicit forward guidance.
84% of PE’s Recent Run-Up Was Mega-Deals, and It’s Gone
PE market splits: mega-deals and top-tier assets thrive, masking middle-market stagnation where 2021 valuation multiples remain high despite broader slowdown.