🚨US private credit stocks are in freefall: The largest private credit and alternative asset managers have lost a combined $132 BILLION in market value so far in 2026. Blue Owl Capital has been the hardest hit, down -41.7% year-to-date, after capping investor withdrawals from

"Unprecedented" Withdrawal Requests Now Hitting Private Credit zerohedge.com/markets/unprec…

Jamie Dimon warns private credit losses will be larger than feared ft.trib.al/lzBFTyn

The Next Shoe To Drop: As Private Credit Crisis Spreads, All Eyes Turn To CLOs zerohedge.com/markets/privat…

Petite rappel de la progression des prix depuis le début de la guerre en Iran...

Private Credit redemption tracker updated for today's 15.7% redemptions at Carlyle Tactical Private Credit

Private credit is in big trouble. Uhoh.

The $20bn+ exodus from private credit ft.trib.al/wumFNbK

Very similar to private credit, France had a "liquid real estate funds"' nightmare beginning when rates rose in 2022. After gating the investors, AM are allowing investors to trade shares on secondary market. Results? 60 to 70% discount from last NAV. Rings a bell with BDC right?

La menace d’une nouvelle dégradation de note plane sur la France l.latribune.fr/Ojy

Le désastre sur les éditeurs de logiciels va aggraver le marasme sur la dette privée. A suivre (hélas)

Private equity has a private credit problem trib.al/qbeLN6A

"Or, #Trump n’a jamais construit son autorité sur la vraisemblance. Depuis le temps, cela se saurait. Il se conçoit plutôt en termes d’intensité, ce qui est très différent." revueconflits.com/pourquoi-les-m…

CDS on private credit managers launching next week. $JPM, $BAC, $DB, $GS all selling. The same banks that lend $300B to private credit funds are now selling hedge funds the tools to short them! 😀

🚨 One of the most under-the-radar risks in this market right now is CREDIT. Not stocks. Not oil. Credit. U.S. leveraged loan funds just saw $3.4B in outflows in March. That came right after $2.4B in outflows the month before. That is the largest monthly outflow in about a

Ça rappelle 2008 et les subprimes… Goldman sachs rigolait en 2007 a l’idée de créer des produits pariant contre les subprimes. En 2008, ils proposaient ces produits à tous leurs clients !

Carlyle l’un des plus gros fonds de pe…

Et le cac 40 est à 3% en dessous de son plus haut historique. Dans ce contexte, tout va bien…

A Perfect Storm: Wall Street Launches Private Credit CDS Ahead Of The Next Crisis, And Now The Fed And Treasury Are Getting Involved zerohedge.com/markets/perfec…

Wall Street vs. Main Street: The Great Disconnect Look at this chart from LSEG. The S&P has almost completed a "round trip," plunging by 7% due to the Middle East war before rebounding to where it started the year. But on Main Street, the story is starkly different. Rather than a