Echoes of 2007 In Mushrooming Private Credit Boom? | Patrick Perret-Green on Tricolor & First Brands Bankruptcy, Asian Disinflation, And Why U.K. Duration Looks Attractive
Monetary Matters with Jack Farley
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Winners, Losers, and Consumer Risk from Private Credit Losses
They identify CLOs and banks as losers, Apollo as a small winner, and highlight consumer exposure through delinquencies.
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