Wall Street Faces Its Biggest Crisis of Confidence
in Years
https://www.nytimes.com/2026/03/03/business/private-credit-crisis-blue-owl-capital.html
Lending troubles at Blue Owl Capital and other so-called private credit behemoths are setting off fears of a “bank run,” as one hedge fund put it.
https://www.nytimes.com/2026/03/03/business/private-credit-crisis-blue-owl-capital.html
Lending troubles at Blue Owl Capital and other so-called private credit behemoths are setting off fears of a “bank run,” as one hedge fund put it.
They Built the Hottest Firm on Wall Street. Now
They Have to Save It.
https://www.wsj.com/finance/investing/blue-owl-private-credit-downfall-b657a53a
Doug Ostrover and Marc Lipschultz made Blue Owl a private-credit behemoth with bets on software, AI and individual investors. It is starting to show cracks.
Retail investors shun private credit funds after Blue Owl gating
https://www.ft.com/content/ea11d307-73af-4403-840d-b47dffce9cd0
Fears mount that outflows may soon overwhelm inflows to some of largest players.
Blue Owl turmoil adds to strain in $2 trillion US private credit sector
https://www.reuters.com/business/finance/blue-owl-turmoil-adds-strain-2-trillion-us-private-credit-sector-2026-02-27/
Banks’ capital steroid use warrants extra scrutiny
https://www.reuters.com/commentary/breakingviews/banks-capital-steroid-use-warrants-extra-scrutiny-2026-03-02/
In athletics, performance-enhancing drugs aren't necessarily banned per se. It's sometimes a question of how often a substance is used, and in what dose. A similar principle applies to "risk transfer" deals, through which Western banks have flattered their equity ratios by shifting losses on 750 billion euros ($885 billion) of loans. It's a broadly safe piece of financial engineering. Yet the sector’s rapid growth and changing nature mean it’s time regulators and shareholders pushed for better disclosure.
https://www.wsj.com/finance/investing/blue-owl-private-credit-downfall-b657a53a
Doug Ostrover and Marc Lipschultz made Blue Owl a private-credit behemoth with bets on software, AI and individual investors. It is starting to show cracks.
Retail investors shun private credit funds after Blue Owl gating
https://www.ft.com/content/ea11d307-73af-4403-840d-b47dffce9cd0
Fears mount that outflows may soon overwhelm inflows to some of largest players.
Blue Owl turmoil adds to strain in $2 trillion US private credit sector
https://www.reuters.com/business/finance/blue-owl-turmoil-adds-strain-2-trillion-us-private-credit-sector-2026-02-27/
https://www.reuters.com/commentary/breakingviews/banks-capital-steroid-use-warrants-extra-scrutiny-2026-03-02/
In athletics, performance-enhancing drugs aren't necessarily banned per se. It's sometimes a question of how often a substance is used, and in what dose. A similar principle applies to "risk transfer" deals, through which Western banks have flattered their equity ratios by shifting losses on 750 billion euros ($885 billion) of loans. It's a broadly safe piece of financial engineering. Yet the sector’s rapid growth and changing nature mean it’s time regulators and shareholders pushed for better disclosure.