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Wall Street Loves Private Credit & US-China Chip War Heats Up

Morning Brew Daily

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Market Turmoil and Global Economic Dynamics

This chapter explores the recent volatility in South Korea's stock market linked to political unrest and highlights the significant impact of U.S.-China tensions over semiconductor materials. It examines the role of China's export controls on critical minerals and their implications for major chip manufacturers, alongside the financial instability facing France and its potential economic repercussions. Additionally, the chapter discusses BlackRock's strategic expansion into the private credit market amid shifting lending practices.

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