Wednesday, March 25, 2026

Private Credit Woes

New Limits on Investors and a Debt Downgrade Add to Private Credit Woes
https://www.nytimes.com/2026/03/24/business/moodys-private-credit-downgrade.html
Investors are concerned about the health of the industry, which ballooned over the past decade.
 
New Bank Regulations Could Favor Loans to Private Credit
https://www.wsj.com/finance/regulation/new-bank-regulations-could-favor-loans-to-private-credit-674e1106
Proposed changes to bank capital requirements risk adding to incentives to lend to other lenders.