Despite signs of strain, private credit funds moved one step closer to attracting #401K savings under a proposed rule released today by the Trump administration. Study👇 by SIEPR's Amit Seru is a must-read overview of the ~$2T market for #privatecredit funds. #RetirementPlanning.

FT charts on the liquidity and credit risks that are front and center for investors in certain private credit funds (along with some underwriting worries).
#economy #markets #privatecredit @financialtimes.com

Powell Sees Inflation In Check, Flags Private Credit Powell said on Mar 30, 2026 inflation outlook is "in check"; Fed raised rates ~500 bps since March 2022 (Federal Reserve); private credit not yet systemic (CNBC).

Powell Sees Inflation In Check, Flags Private Credit: Powell said on Mar 30, 2026 inflation outlook is "in check"; Fed raised rates ~500 bps since March 2022 (Federal Reserve); private credit not yet… 👈 Read full analysis #Inflation #FederalReserve #InterestRates #PrivateCredit #EconomicOutlook

This could get interesting and spark some debate

#privatecredit #ai #software #tech #economy #markets #econbsky

This Wall Street Journal article is sure to spark plenty of discussion.
@wsj.com #economy #markets #privatecredit

Colonial First State Weighs Private Credit Boost Colonial First State (A$123bn) is considering higher private credit and floating-rate debt after Bloomberg's Mar 30, 2026 report; a 1–3% shift could redirect A$1.2–3.7bn.

Colonial First State Weighs Private Credit Boost: Colonial First State (A$123bn) is considering higher private credit and floating-rate debt after Bloomberg's Mar 30, 2026 report; a 1–3% shift could… 👈 Read full analysis #ColonialFirstState #PrivateCredit #Finance #InvestmentStrategy #DebtManagement

Blue Owl Fund Raises $20.7M in Share Sale Blue Owl raised $20.7M on March 28, 2026 in a targeted share sale; this tactical issuance reflects listed-vehicle liquidity management within a private-credit market sized at ~$1.1T (Preqin).

Blue Owl Fund Raises $20.7M in Share Sale: Blue Owl raised $20.7M on March 28, 2026 in a targeted share sale; this tactical issuance reflects listed-vehicle liquidity management within a private-credit… 👈 Read full analysis #BlueOwlFund #PrivateCredit #FinanceNews #Investment #LiquidityManagement

#Markets #PrivateCredit
We're back at it after a small interruption (sorry if there was any spam during the account hack!).

Been watching the market slide alongside the private credit crisis for a little while now. I'll have observations in coming days.

Distressed Funds Target Private Credit Downturn Distressed funds eye private credit's ~$1.5tn market; FT called it the 'greatest opportunity since 2008' (FT, Mar 29, 2026).

Distressed Funds Target Private Credit Downturn: Distressed funds eye private credit's ~$1.5tn market; FT called it the 'greatest opportunity since 2008' (FT, Mar 29, 2026). 👈 Read full analysis #DistressedFunds #PrivateCredit #InvestmentOpportunities #FinancialMarket #CreditDownturn

Private Credit Stress Raises Systemic Risk Signals Private debt AUM near $1.3tn (Preqin 2024); gated funds and rising leveraged-loan spreads in Q4 2025 heighten systemic liquidity questions for institutions.

Private Credit Stress Raises Systemic Risk Signals: Private debt AUM near $1.3tn (Preqin 2024); gated funds and rising leveraged-loan spreads in Q4 2025 heighten systemic liquidity questions for… 👈 Read full analysis #PrivateCredit #SystemicRisk #Liquidity #AlternativeInvestments #FinancialMarkets

Private credit default rate is creeping up👀

#privatecredit #markets #finance #econbsky

Private credit isn’t just growing, it’s quietly rewriting the rules of finance.

While banks tighten and public markets hesitate, capital is flowing into private hands at record speed. Less transparency. Fewer constraints. More influence.

#PrivateCredit #Markets #Finance

OH WOW #Trump 💩economics ONE OOOHHH ONE #PrivateCredit COLLAPSE
youtu.be/hacy1D-Bcxs?...

Blue Owl, HPS February Losses Hit Private Credit Some private credit funds lost more than 2% in February 2026—Bloomberg (Mar 27, 2026) reports the worst monthly result since 2022, spotlighting liquidity mismatch risks.

Blue Owl, HPS February Losses Hit Private Credit: Some private credit funds lost more than 2% in February 2026—Bloomberg (Mar 27, 2026) reports the worst monthly result since 2022, spotlighting liquidity… 👈 Read full analysis #PrivateCredit #FinancialNews #InvestmentRisk #LiquidityRisk #MarketTrends

SEC Division Lost 24% of Staff in 2025 SEC division overseeing private credit and funds lost 24% of staff in 2025 (Bloomberg Mar 27, 2026), raising the risk of slower examinations and selective enforcement.

SEC Division Lost 24% of Staff in 2025: SEC division overseeing private credit and funds lost 24% of staff in 2025 (Bloomberg Mar 27, 2026), raising the risk of slower examinations and selective enforcement. 👈 Read full analysis #SEC #PrivateCredit #FinancialOversight #Compliance #InvestmentFunds

#trends today for 'private credit' 'man jailed' & 'spacex ipo'

Click/Tap below:

www.newsmason.com?query=%22pri...

www.newsmason.com?query=%22man...

www.newsmason.com?query=%22spa...

#privatecredit #manjailed #spacexipo

Citi Warns on Private Credit Liquidity Risks Citi flagged liquidity and credit mismatches after Bloomberg reported some private credit funds faced redemptions over 10% in March 2026 (Bloomberg, Mar 27, 2026).

Citi Warns on Private Credit Liquidity Risks: Citi flagged liquidity and credit mismatches after Bloomberg reported some private credit funds faced redemptions over 10% in March 2026 (Bloomberg,… 👈 Read full analysis #PrivateCredit #LiquidityRisks #CreditMarkets #FinancialNews #InvestmentInsights

Financial insights visualization: Oaktree redemption event dominates discussion: multiple tweets report Oaktree will meet 8.5% redemption requests in full for its retail-focused private credit fund (#2, #4, #7, #8, #9, #21, #25, #37, #45, #50)., Private credit liquidity stress across peers: several tweets contrast Oaktree with other managers that limited or gated withdrawals, specifically citing Apollo, Ares, Blue Owl/HPS, Blackstone, BlackRock, Cliffwater and Morgan Stanley (#5, #19, #23, #29, #32).

Oaktree breaks the private-credit gating narrative.
Its $7.7B retail fund will meet 8.5% redemption requests in full (~$400M): 6.8% via buyback, 1.7% via Brookfield; dividend cut 2c, net distribution still 8.5%. Watch contagion vs peers. $BN $OWL #PrivateCredit

Private Credit Funds Face Redemption Crisis Redemption requests surge at semiliquid funds as investors grapple with liquidity limits and concerns over underlying loan quality

Private credit’s “semiliquid” promise is being tested. Rising redemptions are hitting caps, exposing a key issue: not just loan quality—but investor misunderstanding of liquidity. Read more: spr.ly/63329B65zCt
#PrivateCredit #Alternatives #WealthManagement

Ouch indeed🤕
Your Golden Rule is one to stick by!👍

As discussed in the latest #TwinPetesInvesting podcast👍, the #PrivateCredit & #PrivateEquity debt leverage cycle appears to be unravelling.

bsky.app/profile/bloo...

How the #AIBubble may be like the 2008 GFC thanks to SPVs / CDOs

#GPU #CoreWeave #NVIDIA #StructuredFinance #Securitisation #CDO #DataCentres #PrivateCredit #GFC2 #DerivativesMarket #PensionFunds #SPV #ComputeFutures #TechDebt #WallStreet #FinancialEngineering #2008Redux

#trends today for 'vile behaviour' 'mock draft' & 'private credit'

Click/Tap below:

www.newsmason.com?query=%22vil...

www.newsmason.com?query=%22moc...

www.newsmason.com?query=%22pri...

#vilebehaviour #mockdraft #privatecredit

This week on Behind the Money, we're (trying) to make sense of what's happening in #privatecredit.

Luckily, we've got the @financialtimes.com's @ericgplatt.ft.com & @antoinegara.bsky.social to walk us through it.

🎧 full ep here 🎧 podfollow.com/behind-the-m...

#trends today for 'sarah mullally' 'private credit' & 'san antonio'

Click/Tap below:

www.newsmason.com?query=%22sar...

www.newsmason.com?query=%22pri...

www.newsmason.com?query=%22san...

#sarahmullally #privatecredit #sanantonio

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Blackstone: private credit defaults very low! Turmoil in the $1.8T sector, but Caplan's portfolio holds up. Attention: could this signal stability or hidden risks? #PrivateCredit #FinancialMarkets #MarketMeltdown

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Blackstone: default su credito privato molto bassi! Caos nel settore da 1.800 MLD$, ma il portafoglio di Caplan resiste. Attenzione: potrebbe essere un segnale di stabilità o di rischi nascosti? #PrivateCredit #MercatiFinanziari #AperturaTraumi

Private Credit Strains Hit Liquidity Gates Private credit saw a ~40% rise in liquidity requests in Q1 2026; $1.6T AUM and 90-day gates highlight redemption and refinancing risks, per Bloomberg and Preqin.

Private Credit Strains Hit Liquidity Gates: Private credit saw a ~40% rise in liquidity requests in Q1 2026; $1.6T AUM and 90-day gates highlight redemption and refinancing risks, per Bloomberg and Preqin. 👈 Read full analysis #PrivateCredit #Liquidity #MarketStress #Finance #Investments

Bloomberg: Two of the biggest names in #privatecredit, #Ares and #Apollo, blocked #investors from getting even half of the money they wanted out of their #funds. It’s the latest sign of mounting strain in the $1.8 trillion market.

Larry Fink Defends Private‑Credit Lockups Larry Fink on Mar 25, 2026 reaffirmed private‑credit lockups; private credit AUM was ~ $1.6tn (Preqin, Dec 31, 2024), pressuring allocators to rework liquidity plans.

Larry Fink Defends Private‑Credit Lockups: Larry Fink on Mar 25, 2026 reaffirmed private‑credit lockups; private credit AUM was ~ $1.6tn (Preqin, Dec 31, 2024), pressuring allocators to rework liquidity plans. 👈 Read full analysis #LarryFink #PrivateCredit #Finance #BlackRock #Investing

#trends today for 'north carolina' 'private credit' & 'prince harry'

Click/Tap below:

www.newsmason.com?query=%22nor...

www.newsmason.com?query=%22pri...

www.newsmason.com?query=%22pri...

#northcarolina #privatecredit #princeharry