A former CEO of Goldman Sachs: A single trigger could lead to widespread impairment of private credit.

By: keiko

A private credit fund managed by Ares Management Corp. recorded its largest monthly loss ever in February, further evidence that the $1.8 trillion private credit market is deteriorating. According to data calculated by Bloomberg based on the fund’s regulatory filings, the non-listed business development company Ares Strategic Income Fund, established in December 2022, lost 0.68% […]

Barclays and Goldman Sachs’ latest views: De-dollarization may make a comeback.

By: keiko

According to Barclays, during times of turmoil and surging oil prices, global investors typically view the US dollar as a stabilizing force. However, the current administration’s erratic mood and the unstable tech industry have put pressure on the dollar’s rise. The Bloomberg dollar index has risen by nearly 2% since the United States and Israel […]

China’s overseas silver imports hit an eight-year high.

By: keiko

In early 2026, China’s strong demand for silver pushed overseas silver purchases to their highest level in eight years, as importers met the surging industrial and investment demands. According to data released by China’s customs on Friday, as the world’s largest metal buyer, China imported over 790 tons of metals in the first two months […]

BlackRock’s financial report: A private credit value drops to zero

By: keiko

BlackRock wrote down the value of a private loan to zero by the end of 2025, having valued it at 100 cents just three months earlier. This marks the second sudden and significant loss for its private credit division in recent times. BlackRock TCP Capital’s fourth-quarter earnings report released last week revealed that a roughly […]

Fed Chair Powell: No rate cut if inflation shows no progress

By: keiko

Federal Reserve Chair Jerome Powell made it clear that the Fed will not cut interest rates again until inflation starts to cool. And this doesn’t even take into account the possible impact of the war in the Middle East. At Wednesday’s press conference, Powell emphasized that it is still too early to assess the impact […]