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Is private credit a bubble?
Private credit has grown in both size and breadth, prompting questions around the risks of the asset class and whether it could represent a bubble. We address those concerns in this note.
Is private credit a bubble?
The extraordinary growth in private credit markets has led some investors to question its risks. Our experts dive into their recent report to offer answers.
It’s complicated: Leveraged loans and the LIBOR transition
A deep dive into challenges facing the loan market as SOFR’s incorporation gains momentum.
It’s not polite to ask an expansion how old it is
In the words of Federal Reserve Chair Yellen, there is no reason for an expansion to “die of old age.” Why time alone does not increase the probability of a recession.
Lara Rhame on the Ukraine conflict, macro implications
Chief U.S. Economist Lara Rhame shares her initial reactions to the Russian invasion of Ukraine and what it means for the global economy.
Showing 551–560 out of 1074 results