Former Goldman Sachs CEO says he ‘smells’ a 2008-style crisis brewing in this $1.8T market — and your retirement account may already be in it
Lloyd Blankfein speaks at an event held by The New York Times. The man who steered Goldman Sachs…
Former Goldman Sachs CEO says he ‘smells’ a 2008-style crisis brewing — could your 401(k) get caught in the crossfire?
The man who steered Goldman Sachs through the last financial crisis thinks the next one may already be…
Imminent Crisis or ‘No Big Deal’
(Bloomberg) — Even in the world of private credit, which for months has pitted skeptics against true believers…
Stock Surge Boosts Pensions, but Private Markets Risks Rise
US public pensions could pay almost 90% of promised benefits if investment gains made in the first half…
Elizabeth Warren Demands Private Credit Stress Test After Big Bankruptcies
US Senator Elizabeth Warren is urging regulators to scrutinize the burgeoning private credit market, warning that implosions of…
AI’s $5 Trillion Data-Center Boom Will Dip Into Every Debt Market, JPMorgan Says
The furious push by AI hyperscalers to build out data centers will need about $1.5 trillion of investment-grade…
Are you underweight the asset class driving the best performing portfolios in the world? – Stephanie Gardner
Every few years, markets remind investors that diversification isn’t a static formula. When traditional assets become highly correlated,…
Japan’s $132 Billion Borrowing Binge Reshapes Global Credit
The end of an era of essentially free money in Japan, a flurry of dealmaking and the AI…
Shutdown Stalls SEC Work on Private Credit in Retirement Plans
The month-long government shutdown is delaying the Securities and Exchange Commission’s work to make it easier for 401(k)…
Is a Private Credit Crisis Brewing? Tricolor, First Brands Shake Wall Street
The business model of Tricolor Holdings didn’t sound especially stable to begin with. The auto lender, based in…
China AI Push Led by DeepSeek Threatens US Rally, Australian Pension Fund Warns
Cheaper artificial intelligence tools from China threaten to trigger a sudden sell-off in US tech giants betting on…
Treasuries Are Falling on Progress in US-China Trade Talks
Optimism the US and China are nearing a trade deal is prompting investors to sell Treasuries as demand…