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Private credit’s ‘zero-loss fantasy’ is coming to an end as defaults and fund exits rise
CNBC· 2026-03-25 08:36
In this articleOWLMSAPORJFBARC-GBARESBXDeteriorating asset quality, collateral markdowns and a growing rush for the exits are rattling private credit markets and prompting comparisons to the Global Financial Crisis.But a spike in loan defaults, while painful, could help shake out pockets of stress from the $3 trillion sector and provide what one industry pro calls a "healthy reset" after its first major liquidity test.Ares Management on Tuesday opted to curb investor withdrawals from its $10.7 billion priva ...
全球宏观论坛 - 地缘政治与宏观影响-Morgan Stanley Global Macro Forum-Geopolitics and Macro Impacts
2026-03-25 02:50
March 23, 2026 12:42 PM GMT Morgan Stanley Research Global Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single factor in making their investment decision. For analyst certification and other important disclosures, refer to the Disclosure Section, located ...
Bitcoin Price Prediction Points to $150,000 While Pepeto Offers the 100x Path BTC Cannot Deliver From $70,844
FinanceFeeds· 2026-03-24 13:20
Bitcoin Price Prediction Points to $150,000 While Pepeto Offers the 100x Path BTC Cannot Deliver From $70,844 Morgan Stanley just filed to become the first major U.S. bank to issue its own Bitcoin ETF, and the filing happened while BTC trades 44% below its all time high with the Fear and Greed Index in single digits. Banks do not rush regulatory filings for assets they believe are finished.  But the bitcoin price prediction that matters most right now is not whether BTC reaches $150,000 in two years, it is ...
The Financial Sector Is Poised to Lead if Market Sentiment Improves. 2 Stocks to Watch.
Barrons· 2026-03-23 15:39
The Financial Sector Is Poised to Lead if Market Sentiment Improves. Morgan Stanley and Citigroup Are Worth Watching. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.The Financial Sector Is Poised to Lead if Market Sentiment Improves. 2 Stock ...
Morgan Stanley (MS) and Cliffwater LLC Cap Withdrawals from Multibillion-dollar Private Credit Funds, Reports Bloomberg
Yahoo Finance· 2026-03-23 12:42
Morgan Stanley (NYSE:MS) is one of the Most Undervalued Stocks to Buy According to Analysts. On March 11, Bloomberg reported that Morgan Stanley (NYSE:MS) and Cliffwater LLC capped withdrawals from multibillion-dollar private credit funds. This move came after investors decided to redeem significantly more than the permitted limit. Morgan Stanley (NYSE:MS)’s North Haven Private Income Fund, with ~$8 billion in assets, had to return ~$169 million, or less than half of the investors’ tender requests. This wa ...
Goldman’s second-in-command made more than Jamie Dimon in 2025
Yahoo Finance· 2026-03-23 12:23
This story was originally published on Banking Dive. To receive daily news and insights, subscribe to our free daily Banking Dive newsletter. Goldman Sachs President John Waldron’s pay and perks have long made him an outlier among bank deputies. Last year, he became the rare second-in-command to join his boss on his bank’s board of directors. Beyond that, he’s become the gold standard in well-paid No. 2s. He received $38 million in compensation in 2024 – out-earning all U.S. big-bank CEOs except Goldman’s ...
美国利率策略 - 需求侧抑制与财政刺激的另一面-US Rates Strategy-The Other Side of Demand Destruction Fiscal Stimulus
2026-03-22 14:24
Key Takeaways Please add me to your distribution list. M Idea Morgan Stanley & Co. LLC Matthew Hornbach Strategist Matthew.Hornbach@morganstanley.com +1 212 761-1837 Martin W Tobias, CFA Strategist Martin.Tobias@morganstanley.com +1 212 761-6076 Shaun Zhou Strategist Shaun.Zhou@morganstanley.com +1 212 761-3348 Aryaman Singh Strategist Aryaman@morganstanley.com +1 212 761-1993 Eli P Carter Strategist Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, ...
X @BSCN
BSCN· 2026-03-21 13:30
🚨NEW: MORGAN STANLEY ETF COULD BRING $160B INTO BITCOINStrategy (@MicroStrategy) CEO Phong Le described Morgan Stanley's proposed spot Bitcoin $BTC ETF (MSBT) as a major move into Bitcoin.He highlighted Morgan Stanley’s $8 trillion in managed wealth. A 2% allocation could drive $160 billion in inflows. This is roughly three times BlackRock’s IBIT size.Such inflows could significantly affect BTC liquidity. ...
X @Wu Blockchain
Wu Blockchain· 2026-03-21 02:51
Strategy CEO Phong Le stated that Morgan Stanley's proposed spot Bitcoin ETF (MSBT) represents a "massive Bitcoin bet." He pointed out that Morgan Stanley manages $8 trillion in wealth. If allocated at the recommended moderate ratio of 2%, it would bring $160 billion in capital inflows to the market, which is approximately three times the size of BlackRock's IBIT.Morgan Stanley's application for its own ETF marks its transition from a mere "distribution channel" to a "product issuer." If approved, it will f ...
MicroStrategy CEO reveals stunning 3x gap between Wall Street giants
Yahoo Finance· 2026-03-20 20:22
As the institutional competition for crypto assets heats up, big players are in town. BlackRock (NYSE: BLK), the world's largest asset manager, already issues a spot exchange-traded fund (ETF) linked to Bitcoin (BTC) and Ethereum (ETH). A crypto ETF is a type of investment fund that offers investors indirect crypto exposure without directly buying or holding virtual assets. As of March 19, BlackRock's Bitcoin and Ether funds have seen cumulative net inflows of $63 billion and $12 billion. Related: Micro ...