Market Macro Trend

Winston & Strawn

December 17, 2025

Winston & Strawn

On December 5, 2025, the Office of the Comptroller of the Currency (OCC) and the Federal Deposit Insurance Corporation (FDIC) issued a joint statement (the Statement) rescinding the Interagency…

AllianceBernstein

December 17, 2025

Article

Resilience by Design: How Private Credit Handles the Cycle

Credit cycles happen. Defaults happen. But negotiated loan structures, lender protections and long-term capital make private credit uniquely resilient.

Asset Deal Type Default Rates Direct Lending +3 more

Fortune

December 17, 2025

Article

Private credit deals see a rise in ‘bad PIKs’ showing ‘cracks’ in the market for corporate lending | Fortune

A majority of payments-in-kind deals, usually offered to riskier corporate borrowers, are now of the kind that indicates distress, Lincoln International says.

Asset Deal Type Audience Use Case Default Rates +5 more

Institutional Investor

December 17, 2025

Article

Private Credit’s Next Phase: Finding Opportunity in a Maturing Market

The private credit market has experienced remarkable growth in recent years, with significant increases in capital inflows from both institutional and retail channels. Its success and expansion has naturally attracted scrutiny, with...

Asset Deal Type Direct Lending Institutional Investors +4 more

Lord, Abbett & Co LLC

December 17, 2025

Article

The Investment Conversation: Prospects for Private Credit in 2026 | Lord Abbett

In this podcast, Lord Abbett Portfolio Manager Steve Kuppenheimer discusses the landscape for private credit and direct lending in 2026.

Asset Deal Type Direct Lending Institutional Investors +4 more

PBS

December 17, 2025

Article

Why private credit is creating major concerns among economists

Investors and economists are warning about a piece of the financial system that could pose a risk that is potentially similar in ways to the housing crash that preceded the financial crisis...

Asset Deal Type Direct Lending Institutional Investors +7 more

Carlyle

December 17, 2025

Article

Credit in 2026: A Market That Demands Insight, Not Just Capital

After several years of turbulence driven by policy shifts, inflation shocks, and rising rates, credit markets are entering 2026 with a mix of greater clarity and continued complexity . Many indicators point...

Default Rates Institutional Allocations Institutional Investors +4 more

Yahoo Finance

December 17, 2025

Article

Is Apollo Global Management Attractively Priced After Its Recent Private Credit Expansion?

Wondering if Apollo Global Management is a bargain or a bubble at its current price? This article will walk you through what the numbers are really saying about the stock. Even though...

Asset Deal Type Direct Lending Institutional Investors +3 more

Bloomberg.com

December 16, 2025

Article

Credit Crunch: KKR’s Pietrzak on Asset Based Finance, AI Impacts – Bloomberg

Bloomberg Intelligence’s weekly podcast on fixed income, credit, currencies, and commodities.

AI & Automation in Credit Asset Deal Type Asset-Based Lending +4 more

Bloomberg.com

December 16, 2025

Article

US Bank Lending to Competitors Surged 26% This Year, Fitch Says

US banks are lending more to private credit firms, private equity shops and hedge funds, with loan volume to these non-bank financial institutions up 26% this year through November, according to Fitch...

Asset Deal Type Banks & Non-Banks Direct Lending +3 more

Market Macro Trend

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