Credit’s in Trouble If Fed Hikes, Says Morgan Stanley
The Credit Edge by Bloomberg Intelligence
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Private Credit Market Dynamics and Risks in the Energy Sector
Exploring how the private credit market impacts traditional syndicated loans, this chapter delves into liquidity concerns, covenant language, and transparency issues. The discussion focuses on the energy sector's credit landscape, highlighting improved financial health post-2020 but expressing concerns over tight credit spreads and cash flow distribution. Emphasizing opportunities in leverage finance and triple C rated bonds, the chapter provides insights into analyzing individual bonds and risks associated with commercial real estate exposure.
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