The Rise and Risks of Shadow Banking in Direct Lending

If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below:
 http://www.monetary-metals.com/Snider/

Insiders are looking for the exits. Short selling sharks are circling. Regulated banks are majorly exposed to this credit segment, another one deep within the shadows. Could this explain why market signals remain near or at extremes? From swap spreads to gold ratios, there is deflationary everywhere in them and credit default swaps have cast their blame specifically toward banks. 

Eurodollar University's Money & Macro Analysis

Bloomberg Short Sellers Bet Against Private Credit Lenders
https://www.bloomberg.com/news/articles/2025-05-03/short-sellers-bet-against-private-credit-lenders-credit-weekly

IMF Global Financial Stability Report April 2025
https://www.imf.org/en/Publications/GFSR/Issues/2025/04/22/global-financial-stability-report-april-2025

IMF Private Credit
https://www.imf.org/en/Blogs/Articles/2024/04/08/fast-growing-USD2-trillion-private-credit-market-warrants-closer-watch

https://www.eurodollar.university
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