RT Arc (@arc)Building credit markets today means stitching together identity, underwriting logic, compliance workflows, and settlement rails.On Arc, developers can:→ Denominate loans in stablecoins→ Settle disbursements and repayments with deterministic finality→ Embed compliance and privacy controls at the asset levelProgrammable credit starts with stablecoin-native infrastructure.Build on Arc. ...

A Chinese energy-construction giant is inadvertently spotlighting an arcane corner of the credit markets, where investors seek to use a technicality to potentially more than double their fixed-income returns https://t.co/Js2HDlW4el ...

🚨 The $3T U.S. private credit market is starting to crack.In just weeks, three major funds limited withdrawals:• BlackRock• Blue Owl• CliffwaterInvestors are rushing for the exit, but funds don’t have enough liquidity, so withdrawals are being blocked.This market replaced banks after 2008 and now funds corporate loans, private equity, and AI projects.If money keeps leaving while the economy slows, credit markets could be the first place the system breaks. 💥 ...

Oil once again the big driver of the action gaining 5% on continued threats to tankers in the straight of Hormuz despite a release of reserves from IEA countries. Shares of Caesar is making a big move late in the regular trading session on a report that Tilman Fertitta is in talks to buy the company for $7 billion. That's about 34 bucks a share higher than a recent bid from Carl Icon.>> Well, the rise in oil prices has investors cutting their outlook for Fed rate cuts this year, predicting higher inflation ...

I am here in Miami, Sanjay. I'm not the global head of credit trading and about 15 other titles, which I won't get into right now. Joining us here at a time where there's a lot of questions around credit, of course, the events over the weekend have taken that front stage last week when we spoke.You said on the top concern for a lot of investors, geopolitics just wasn't there. Is it still the case this morning after the events that transpired over the weekend. Thank you, Lisa.It's amazing to be here and look ...

Stocks slid, while gold and crude oil soared, after the US and Israel launched widespread strikes on Iran. The US dollar spiked, while Treasuries sold off modestly. To get more articles and chart analysis from MoneyShow, subscribe to our Top Pros’ Top Picks newsletter here.) Over the weekend, President Trump ordered missile, fighter, and bomber strikes on a wide range of Iranian targets. Israel joined the attacks, which killed Iran’s Supreme Leader Ayatollah Ali Khamenei and several other military and po ...

The conflict in the Middle East is rattling global credit markets that were already growing vulnerable to risks posed by AI https://t.co/bIwz45gkNX ...

Core Viewpoint - The current tariff environment remains unchanged, but there is uncertainty regarding how tariffs will be implemented moving forward, especially after the Supreme Court ruling on AIPA [3][4]. Market Reaction - The market has not seen significant movement in the 10-year Treasury yields due to the ongoing tariff situation being largely priced in [2][4]. - The lack of substantial change in Treasury yields indicates that traders are accustomed to the prevailing uncertainty [5]. Economic Outlook - Inflation remains above the Federal Reserve's 2% target, having exceeded this level for five consecutive years, which is expected to keep Treasury yields elevated [6]. - Despite concerns about a potential government shutdown affecting GDP, the underlying economic metrics suggest that the economy is performing relatively well [6]. Credit Market Concerns - There are emerging jitters in the credit market, particularly regarding private credit, but public credit markets have not yet shown significant distress as spreads remain stable [9][10]. - High yield corporate bonds and investment-grade corporate bonds still present opportunities for risk-tolerant investors, although caution is advised for more conservative investors [10][11]. Upcoming Focus - The key focus for the week includes monitoring developments in the tariff narrative and any potential shifts that could impact the market [12]. - Clarity on the Federal Reserve's path regarding interest rates and economic indicators will also be crucial [13].

Credit markets are growing less forgiving, and missteps will cost investors more in 2026, according to KKR https://t.co/7sAPSSViIJ ...

What a way to kick things off with this announcement that you're handing out, least for the asset management business, the reins over to Connor Teskey, I have to say, and a lot of your industry, not only are there issues with succession planning, rarely do they lay out such a clear path. Why do this and why now. So our business is about running great businesses.What we do is we buy into companies, we help management teams, we build them, and therefore we we're very determined ourselves about making sure we ...