Executive Summary Investors nursing losses from private credit’s “mini crises” are now staring down a new adversary: a war in Iran that threatens to strengthen commodity prices, complicate policy, and tighten liquidity further. The combination has all the makings of a confidence test for credit markets already stretched by years of leverage and a fragile funding structure. Liquidity Flows to ...
The post Private Credit’s First Cracks Are Testing Risk Appetite appeared first on Connect C
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