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AI turmoil, geopolitical escalation... Panic is everywhere, but is private credit the most dangerous?

AI turmoil, geopolitical escalation... Panic is everywhere, but is private credit the most dangerous?

``` Every corner of the market is sounding the alarm, but Goldman Sachs’ derivatives team believes the most worrisome risk doesn’t come from the sharp swings in tech stocks or the shocks caused by geopolitical conflicts, but from the quietly spreading cracks in credit. Goldman Sachs derivatives trader Brian Garrett

Substantial Halt in Strait of Hormuz? At Least 40 VLCCs Stranded in Persian Gulf

Substantial Halt in Strait of Hormuz? At Least 40 VLCCs Stranded in Persian Gulf

``` In the Persian Gulf, dozens of ultra-large oil tankers fully loaded with crude oil are waiting in place. After attacks on the Strait of Hormuz, this most crucial global energy channel is effectively closed, regional logistics are in chaos, oil exports have slowed sharply, and the outlook for production faces

Blue Owl halts redemptions, triggering a chain reaction: private credit fund fundraising drops 40% in January

Blue Owl halts redemptions, triggering a chain reaction: private credit fund fundraising drops 40% in January

``` Blue Owl's permanent suspension of redemptions for its non-traded funds is shaking the confidence of wealthy investors in the entire private credit asset class and triggering an industry-wide liquidity crisis. According to investment bank RA Stanger, in January this year, new subscriptions for non-traded business development companies (BDCs)

Bank of Japan Deputy Governor did not hint at a rate hike in March, says Middle East situation may affect Japan’s economy and prices.

Bank of Japan Deputy Governor did not hint at a rate hike in March, says Middle East situation may affect Japan’s economy and prices.

``` On Monday, Bank of Japan Deputy Governor Shinichi Himeno did not give any clear signal regarding a recent interest rate hike, reinforcing market expectations that the central bank will stay put this month. According to Bloomberg, Himeno spoke to local businesspeople in Wakayama City, western Japan, stating that the situation

International oil prices surged in the short term after reports that Saudi Arabia's Ras Tanura refinery was shut down following a drone attack.

International oil prices surged in the short term after reports that Saudi Arabia's Ras Tanura refinery was shut down following a drone attack.

On March 2, international oil prices surged in the short term, with WTI crude oil rising by 9% during the day to $73.07 per barrel; Brent crude rose over 9% to $79.55 per barrel. Reports say that Saudi Arabia's RAS TANURA refinery was shut down after

Iran situation impact: Indian refiners turn their attention to Russian oil again

Iran situation impact: Indian refiners turn their attention to Russian oil again

The Iran crisis has nearly disrupted the passage through the Strait of Hormuz, and India is facing severe oil supply pressure. As the world's third largest oil importer, India is now turning its attention back to Russian crude, which it had previously significantly reduced under US pressure. According

Starting from March 5, "war risk" for ships in the Persian Gulf waters will be cancelled! Seven major international maritime P&I clubs have announced this.

Starting from March 5, "war risk" for ships in the Persian Gulf waters will be cancelled! Seven major international maritime P&I clubs have announced this.

``` More than half of the members of the world’s largest maritime insurance group have announced that they will terminate war risk coverage for ships in the waters of the Persian Gulf. This decision will take effect from this Thursday and will have a direct impact on shipping activities entering