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The Daily Read on Semi-Liquid Funds
Sunday, August 23, 2026The Morning Brief →Sign in
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Kevin Warsh

In PWD coverage since August 15, 2026 · 7 stories
PWD coverage
allocators

Morgan Stanley: CRE repricing is done, the base is forming

Morgan Stanley says the four-year repricing is finished and the next cycle has opened. The harder question for allocators is what the recovery will look like.
the_tape · Aug 19CSHI's case grows as 30-year yield hits 5.31%
active · Aug 18Leveraged Treasury ETFs: a two-sided bet with a timing tax
active · Aug 18Direxion's leveraged Treasury ETFs offer a two-horizon Fed trade
general_account · Aug 17Warsh's hawkish June meeting leaves agency MBS carry thin
Features · Aug 16Family Offices Turn a 2011 Carve-Out Into Private-Equity Pay
Family Office · Aug 15Family Offices Use a 2011 SEC Rule to Pay Staff Like Private Equity
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