Latest / Eurodollar University
HOLY SH*T! Another Credit Company Just Blew Up
They thought they were reassuring debt markets over AI cash. Instead, the company kicked a hornet's nest, unleashing a MAJOR selloff that is sweeping through private credit. It isn't just the BDCs (publicly traded funds) this time, either. The asset managers themselves are now getting swept up in the money outflows.
Eurodollar University Money & Macro Analysis
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.