Market Macro Trend

TradingView
TradingView
December 11, 2025
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BX: AI-driven infrastructure, private credit, and wealth channels fuel growth amid resilient markets

Resilient economic trends and the AI CapEx cycle are driving strong investment activity, with major focus on data centers, energy, and private credit. Wealth and real estate channels show growth potential, while...

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WTVB
WTVB
December 11, 2025
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US private credit defaults to ease in 2026, but fragility to persist, says BofA

By Niket Nishant Dec 9 (Reuters) – Private credit defaults are set to edge lower next year as interest rates drop, strategists at BofA Global Research said, but warned that the ‍red-hot...

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Forbes
Forbes
December 11, 2025
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Blue Owl Capital Is A Tangled Web

I wonder whether the complexity of Blue Owl’s structure, the inherent opacity of publicly traded private credit and stress to their AI business is priced in their valuations.

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PitchBook
PitchBook
December 11, 2025
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Agencies rescind 2013 leveraged loan guidelines that helped spur private credit boom – PitchBook

So far, private credit market participants say the threat to their market share is slim, particularly among deals in the core middle market and below.

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Bloomberg.com
Bloomberg.com
December 11, 2025
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Apollo’s Rowan Sees Market Makers Coming for Private Credit

Apollo Global Management Inc. Chief Executive Officer Marc Rowan said he expects to see more market makers emerging for investment-grade private credit as firms seek to ramp up trading of the assets.

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Pensions & Investments
Pensions & Investments
December 11, 2025
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Demand for private credit still strong despite ‘sensational’ headlines, asset managers say

Ares Management CEO and co-founder Michael Arougheti and Blackstone Group president and COO Jonathan Gray spoke about private credit at the Goldman Sachs Financial Services Conference.

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The Adviser
The Adviser
December 10, 2025
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ASIC outlines key obligations for private credit

A new catalogue from the regulator has provided both retail and wholesale private credit funds with a summary of their key legal obligations.

Institutional Investors Market Macro Trend Participant +2 more
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Yahoo Finance
Yahoo Finance
December 10, 2025
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What Paramount’s Warner Bros. bid signals about the debt market

Paramount Skydance (PSKY) offered an all-cash bid of $30 per share to acquire Warner Bros. in response to Warner Bros. Discovery’s (WBD) recently announced deal with Netflix (NFLX). Paramount’s bid is in...

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The Straits Times
The Straits Times
December 10, 2025
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Temasek-backed SeaTown secures $1.17 billion at second close of third private credit fund

The fund continues to attract demand from investors across the Middle East, Japan, Taiwan and Singapore. Read more at straitstimes.com. Read more at straitstimes.com.

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Reuters
Reuters
December 10, 2025
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US private credit defaults to ease in 2026, but fragility to persist, says BofA

Private credit defaults are set to edge lower next year as interest rates drop, strategists at BofA Global Research said, but warned that the red-hot sector remains among the most fragile parts...

Asset Deal Type Default Rates Direct Lending +3 more
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