Tag: systemic-risk

  • The Private Credit Bust Isn’t About the Next Lehman — It’s About the Credit Crunch That Follows

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    The Private Credit Bust Isn’t About the Next Lehman — It’s About the Credit Crunch That Follows Everyone is watching for the next Lehman Brothers. That is the wrong thing to watch for. The real danger unfolding right now in private credit — and increasingly in the global money markets that quietly underpin everything —…

    The Private Credit Bust Isn't About the Next Lehman — It's About the Credit Crunch That Follows
  • Banks Are Quietly Cutting Off Private Credit — And Insurance Companies Are Next in the Firing Line

    Banks Are Quietly Cutting Off Private Credit — And Insurance Companies Are Next in the Firing Line If you’ve been following the slow-motion unraveling of private credit markets, the past two weeks delivered two unmistakable warning signals. First, major banks — not just JPMorgan but now Goldman Sachs and Barclays too — are systematically cutting…

    Banks Are Quietly Cutting Off Private Credit — And Insurance Companies Are Next in the Firing Line