Federal Reserve Research Warns Bank-Private Credit Ties Create “Systemic Risk”
Research from the Boston Federal Reserve warns that increasingly close ties between traditional banks and the private credit industry may...
Forward for Specialty Finance
Economy
Sixth Street’s Easterly Warns of “Complacency” in Private Credit Markets
Sixth Street Partners Co-Chief Investment Officer Josh Easterly is warning that shifting fundamentals within credit markets present risks that many investors...
AI Boom Reportedly Presents $1.8T Opportunity for Private Credit
A surge in new AI projects has reportedly been good news for the private credit sector. Tech companies need funding...
Middle Market Debt Weekly — May 19, 2025
The U.S. middle market debt environment has experienced significant developments over the past week, with a historic credit rating downgrade,...
U.S. Banks Exposure to Shadow Sector Rising: Fitch
Lending to shadow banks by U.S. banks is far outpacing growth in traditional commercial lending, more closely linking their fortunes...
BLS Reports Largest PPI Drop in Five Years as Deflation Signals Clash with Tariff Risks
According to a U.S. Bureau of Labor Statistics report, the April 2025 Producer Price Index (PPI) declined by 0.5% month-over-month,...
Markets Surge Following U.S.–China 90-Day Tariff Truce
In a rare moment of alignment amid ongoing geopolitical tensions, the United States and China announced a 90-day agreement to...
Total Bankruptcy Filings Jump 9% in April, Chapter 11s Fall by 20%
Individual Chapter 7 bankruptcy filings rose 16% in April compared to the same month last year, as Americans continued to...
The Middle Market Debt Weekly – April 14, 2025
Overview This week’s snapshot of the U.S. middle market debt market, covering April 7-13, 2025, captures a sector balancing opportunity...
KBRA Releases Research Series on Tariff and Volatility Impacts Across Private Credit Markets
KBRA has released three research reports examining how tariffs, market volatility, economic uncertainty, fluctuating spreads, and other macroeconomic challenges may...
