Reports, news & third-party research
- Blue Owl Funds Received $4.7bn in Q2 Redemption RequestsPrivate Equity Wire · Jul 2026
- BlackRock TCP Capital CEO Phil Tseng Exits During SDNY Valuation Probe; NAV Cut Twice, -39% YTDBloomberg (via Yahoo Finance) · Jul 2026
- Private Credit Under the Microscope - Public BDC Index Discount ~17%, Matching the June 2022 LowJ.P. Morgan Private Bank · Jun 2026
- The Credit Market Lens - What BDC Redemptions and NAV Pressures Mean for InvestorsPIMCO · Jun 2026
- Apollo Caps ADS BDC Redemptions at 5% as Withdrawal Requests Hit 16.8%CNBC · Jun 2026
- BCRED Cuts July Distribution to $0.18 - Second Reduction in Nine Months as NAV SlidesAltsWire · Jun 2026
- Medallia Handed to a Blackstone-Led Private-Credit Lender Group in Debt-for-Control DealPitchBook (via Yahoo Finance) · Jun 2026
- ECB Expands Private-Credit Probe to 20+ Banks; Annual Reporting RequiredPrivate Equity Wire · Jun 2026
- First Brands Creditors Allege in a June 3 Court Filing That the Company Operated as a 'Ponzi Scheme'Crain's Cleveland · Jun 2026
- First Brands Chapter 11 Restructuring - Primary Court DocketKroll (court administrator) · Jun 2026
- Rising Private Credit Defaults Are Testing Banks and InsurersForbes · May 2026
- Fitch - US Private Credit Default Rate Hits a Record 6.0% in April 2026Fitch Ratings · May 2026
- Why a Small UK Lender Has Major US Credit Firms on Edge (MFS Collapse)CNBC · May 2026
- The Opaque Private-Lending Deals That Left HSBC With a $400M HoleBloomberg · May 2026
- BlackRock Private Credit Fund Valuations Probed by DOJBloomberg · May 2026
- KKR FSK Fund - JPMorgan-Led Group Reins In Credit LineCNBC · May 2026
- Private Credit Stress Risks Financial StabilityCNBC · May 2026
- Raymond James BDC Weekly (PDF)Raymond James · Apr 2026
- Moody's Cuts Outlook on US BDCs to Negative; Redemption Pressure and Rising LeverageReuters · Apr 2026
- Insurance Journal - Private Credit and Insurance RiskInsurance Journal · Apr 2026
- Insurance Risk in Private CreditAxios · Apr 2026
- Goldman Sachs Exchanges - Cracks in Private CreditGoldman Sachs · Mar 2026
- Moody's - US Corporate Default Risk in 2026Moody's · Mar 2026
- NAIC AG 55 - Evolving Response to Private Equity in InsuranceClifford Chance · Mar 2026
- Jeffrey Gundlach: 'Going Nowhere Market', Warns of Private Credit StrainsCNBC · Mar 2026
- Private Credit Investments: 'Some Caution Is Reasonable'CNBC · Mar 2026
- Blackstone's Flagship Private Credit Fund Posts First Monthly Loss in Over Three YearsReuters · Mar 2026
- Private Credit Shakeout - Morgan Stanley Sees Covid-Scale Losses ComingCNBC · Mar 2026
- OBDC II Board Unanimously Recommends Rejecting the Cox/Saba Tender - 33.2% Discount to NAVPR Newswire (Blue Owl / OBDC II) · Mar 2026
- JPMorgan Reins in Lending to Private Credit, Marks Down Software LoansCNBC · Mar 2026
- Why Wall Street Is Calling Out 'Echoes' of the 2008 Financial CrisisCNN Business · Mar 2026
- After Pouring Billions Into Private Credit, Many Investors Want OutCNBC · Mar 2026
- JPMorgan, Barclays, Fifth Third Sued - Tricolor FraudBanking Dive · Mar 2026
- Loans to Non-Depository Financial Institutions - New Granularity and a Rapidly Growing SegmentABA Banking Journal · Feb 2026
- US Banks NDFI Lending Reaccelerates in Q4 2025S&P Global · Feb 2026
- Fitch Private Credit Default Rate MethodologyFitch Ratings · Jan 2026
- Bermuda Monetary Authority - Broader Supervisory Changes Planned for 2026Royal Gazette · Jan 2026
- Insurance Sector's Private Credit Ties Has Investors ConcernedPYMNTS · 2025
- US Treasury Convenes Regulators Over Insurance Industry Private Credit BingeInsurance Business · 2025
- You Bet Your Life Insurance - Private Equity Comes for Your AnnuityCEPR · 2025
- Ex-Goldman CEO Sounds Alarm on Private Credit: Could the Next Crisis Be Around the Corner?Yahoo Finance · 2025
- Private Credit Fundamentals Remain ResilientS&P Global Ratings · 2025
- US Banks' Private Credit Loan Exposure Nears $300 BillionMoody's · 2025
- Private Credit's Gold Rush Draws Regulators and Bank WarningsPYMNTS · 2025
- The Loans Banks Aren't Supposed to Hold AnymoreGS Partners · 2025
- Insurers Are Buying Up Private Credit DebtPYMNTS / Insurance Business · Nov 2025
- Jeffrey Gundlach - Bond King on the Next Financial Crisis (Private Credit / Subprime Parallel)Fortune / Bloomberg Odd Lots · Nov 2025
- First Brands Ch 11 Tarnishes Private Credit With Broad BrushPitchBook · Oct 2025
- Why Jamie Dimon Is Warning of 'Cockroaches' in the US EconomyCNN Business · Oct 2025
- First Brands' Implosion Ripping Through Private CreditCNBC · Oct 2025
- Private Credit Portfolio Back LeverageMayer Brown · Mar 2025
- The Evolution of Direct LendingMorgan Stanley · 2024
Regulatory & central banks
- AMF 2026 Markets & Risk Outlook - Private Assets Warrant Increased VigilanceAMF (France) · Jul 2026
- Federal Reserve Supervision and Regulation Report, June 2026Federal Reserve · Jun 2026
- Lagarde at Sintra - Oversight of Non-Bank Finance 'Has Not Kept Pace' With Building Stability ChallengesEuropean Central Bank · Jun 2026
- Private Markets System-Wide Exploratory Scenario (SWES) - 46 Firms, 5-Year RecessionBank of England · Jun 2026
- First System-Wide NBFI Stress Test - 25 Institutions (Methodological / Interim Report)Banque de France / ACPR / AMF · Jun 2026
- ECB FSR - Special Feature on Private Credit (May 2026)European Central Bank · May 2026
- Federal Reserve Financial Stability Report, May 2026Federal Reserve · May 2026
- OCC Semiannual Risk Perspective, Spring 2026 (PDF)OCC · May 2026
- OCC Semiannual Risk Perspective (index page)OCC · May 2026
- FSB: Vulnerabilities in Private Credit (50 pages)Financial Stability Board · May 2026
- ECB Financial Stability Review, May 2026European Central Bank · May 2026
- Treasury Sub-Cabinet Meeting on Insurance / Private CreditUS Treasury · Apr 2026
- IMF Global Financial Stability Report, April 2026 (Ch 1)IMF · Apr 2026
- Bank of England - Sarah Breeden speech (market for lemons)Bank of England · Apr 2026
- FDIC Quarterly Banking Profile, Q4 2025 (PDF)FDIC · Feb 2026
- IMF Global Financial Stability Report, October 2025IMF · Oct 2025
- Bank Lending to Private Credit: Size, Characteristics, and Financial Stability Implications (FEDS Note)Federal Reserve · May 2025
- Boston Fed: Could the Growth of Private Credit Pose a Risk to Financial System Stability? (CPP 25-8)Boston Fed · May 2025
- Boston Fed CPP 25-8 (overview page)Boston Fed · May 2025
- IMF Global Financial Stability Report, April 2024 - Chapter 2 (Private Credit)IMF · Apr 2024
- IMF Global Financial Stability Report, April 2024 - Chapter 2 (full text)IMF eLibrary · Apr 2024