Brian Leung on Muck Rack

Brian Leung

Alexandria
As seen in: Vox Media, Nature, Wiley Online Library, The Boston Globe, Science Magazine, The Perks Of Being A Book Lover Podcast, Palm Beach Post, The Indianapolis Star, WFTV-TV (Orlando, FL), WSOC-TV (Charlotte, NC), WPXI-TV (Pittsburgh, PA) and
Founder of @STL_UVA • National Coach @usweightlifting • Author of this great book 👉 bit.ly/100Virginia
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Articles

Flash Macro: Market Update

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By Henry H. McVey, David McNellis, Brian Leung
| KKR
How are we thinking about the capital markets? In recent days, I have spent time with a few different senior relationships from around the world. The common thread in our conversations was that we are moving further away from a world defined by benign globalization and towards one where economic nationalism around certain resources, intensifying geopolitical rivalry, and the weaponization of strategically important resources are becoming more central to policy and market outcomes.
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Flash Macro: U.S. Markets Update

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By Henry H. McVey, David McNellis, Brian Leung
| KKR
In terms of focus areas, oil is not the only variable that matters, but it has become a focal point in the near term as it is the fastest channel through which geopolitics can alter the path for inflation, growth, and central bank policy. Interestingly, though, as we show in Exhibit 1, Equities and Credit have been much slower to react to recent news than during either ‘Liberation Day’ or the Russia/Ukraine war.
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Flash Macro: U.S. Jobs

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By Henry H. McVey, David McNellis, Brian Leung
| KKR
How are we thinking about the February 2026 U.S. jobs report? The February payroll report was clearly weak, with -92k jobs lost versus consensus expectations of +55k and a downwardly revised +126k last month. Several one-off factors amplified the downside volatility, including healthcare worker strikes (Health/Education -34k after +129k last month) and severe winter weather that materially impacted Accommodation/Food Services (-35k) and Construction (-11k).
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