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20min chapter
TCW Expects Private Debt ‘Accidents’ as Stress Builds
The Credit Edge by Bloomberg Intelligence
Market Outlook and Investment Strategies
The chapter analyzes the market's reaction to potential interest rate cuts, highlighting concerns about inflation metrics and the possibility of undervaluing future rate adjustments. It explores the impact of rate cuts on risk assets and real estate investments, emphasizing the importance of credit assessment. The discussion also covers dynamics in the private debt market, including concerns over valuations, default rates, and liquidity needs in portfolios.
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