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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 ... US...

Banks reclaim commercial lending through technology and strategic partnerships – Tearsheet

Banks invest in AI platforms and partnerships to compete with private credit’s growth toward $3.5T, transforming commercial lending through technology and strategic collaboration.

Private Credit Faces Higher Default Risk As Margins Shrink

Morningstar DBRS says growing pressure on US borrowers is fueling default concerns, while regulators and ratings agencies flag rising ties to traditional banks.

Credit Outlook: Discipline Is an All-Weather Strategy

Continued investor appetite for private credit underscores confidence in the asset class.

TPG (TPG) Is Up 8.4% After Beating Revenue Forecasts And Closing Oversubscribed Credit Fund III

Earlier this month, TPG Inc. reported 12% year-on-year revenue growth that surpassed analyst expectations and closed its AG Credit Solutions Fund III with US$6.20 billion in capital commitments, significantly above ... TPG...

Apollo bet against software makers exposed to AI (APO:NYSE)

Apollo Global Management (APO) bet against software makers vulnerable to artificial intelligence and cut its credit exposure to the sector. Read more here.

Corporate-Bond Investors Party as Hangover Looms: Credit Weekly

Fear is drifting out of the corporate-bond market again, even if the risks aren’t.

AI Data Center Debt Deal Boom Reshapes Credit Markets

Big Tech’s appetite for AI expansion is driving a record $125 billion debt wave, raising fresh questions about stability and investor confidence.