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Private Credit and Treasury Wobbles... Relax….
Blain’s Morning Porridge Feb 23rd, 2026 – Private Credit and Treasury Wobbles... Relax….
“Apart from that Mrs Lincoln, did you enjoy the show?”
Sometimes you just have to laugh. The Tariff Judgement against Trump raises elevated Chaotic Tantrum risks in Treasuries, while markets fear what wobbles in private credit might conceal. Everything in markets are connected – when something cracks in credit, someone somewhere else will start screaming!
An interesting week’s play in prospect for global markets this Monday morning. There was a distinct judder moment on Friday after the US Supreme Court…
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