Topic
private credit
Everything our editor has picked under this tag, best first.
ai Next Financial Crisis Unlikely To Start in Private Markets (Fundamentals Solid!) | Nicholas Brooks
Private credit fundamentals remain resilient as U.S. interest coverage improves and Europe stabilizes; soaring government debt and fiscal deficits…
The Monetary Matters Network
ai The Next Financial Crisis Isn't In AI, It's In US Treasuries | Russell Clark
Russell Clark predicts 10-year Treasury yields will reach 10% as wage growth and affordability politics turn inflationary, pressuring housing,…
The Monetary Matters Network
financial risk The Next Financial Crisis Isn’t In Banks. It’s In Insurance & Private Credit | Nick Nemeth
Nick Nemeth argues private-equity-owned insurers’ leveraged private-credit and CLO holdings could trigger annuity-surrender runs without a federal…
The Monetary Matters Network