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Ep236: Cost of Capital: 2024 Outlook

Currents

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Corporate Participants, Credit Supply, and Debt in the Market

The chapter begins by discussing the corporate participants and credit supply in the market, highlighting individuals from Bank of America and J.P. Morgan. It then delves into the debt side of the market, providing an overview of the North American Project Finance Bank debt in 2023 compared to 2022, including deal volumes and closed deals. Mega deals, digital interest deals, and Janet Yellen's statement about the inflation reduction act are also covered, concluding with a question about the number of active lenders in 2023 and the expected number in 2024.

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