credit cycle

2 articles
The Motley FoolThe Motley Fool··Jeremy Bowman

Goldman Sachs Warns of Private Credit Dangers as $1T Market Shows Stress

Goldman Sachs warns of deteriorating underwriting in the $1T private credit market as Blue Owl falls 39% and major firms restrict withdrawals, raising systemic risk concerns.
MSMSpAMSpEMSpFMSpI+7AI disruptionprivate credit
The Motley FoolThe Motley Fool··Lawrence Nga

Nu Holdings' Valuation Hinges on Credit Performance During Economic Stress

Nu Holdings' 31x P/E valuation faces pressure as investors gauge credit discipline and asset quality resilience during potential economic stress.
NUemerging marketseconomic downturn