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The Credit Edge reviews the top credit news of the week and looks at the week ahead, with in-depth research of the most important corporate sectors, trends and themes. Analysis of specific corporate bonds and credit default swaps is backed by Bloomberg Intelligence's robust data sets and indexes.
| Episode | Date |
|---|---|
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HarbourVest Expects Private Credit Secondaries Volume to Double
|
May 07, 2026 |
|
Citi Warns of Private Debt Risk as ‘Tourists’ Are Forced to Sell
|
Apr 30, 2026 |
|
Sycamore Tree Tips Chemicals in Iran Jam
|
Apr 23, 2026 |
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Davidson Kempner Sees a $770 Billion Stressed Debt Opportunity
|
Apr 16, 2026 |
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BDC Bond Bust Creates Opportunity for $622 Billion Asset Manager MFS
|
Apr 09, 2026 |
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PGIM Sees 'Chilling Effect' on Private Credit From BDC Storm
|
Apr 02, 2026 |
|
European PE Giant Permira Looks to Buy Beaten Up Software Loans
|
Mar 26, 2026 |
|
BDC Veteran Expects Private Credit Fund Stress as Banks Pull Back
|
Mar 19, 2026 |
|
Third Point Is Looking to Buy as Others Sell Amid Rising Turbulence
|
Mar 12, 2026 |
|
How to Position for a Long War in Iran
|
Mar 10, 2026 |
|
Capital Group Spies High-Yield Software Opportunity in Debt Meltdown
|
Mar 05, 2026 |
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Bain Sees Software Debt Defaults Spiking
|
Feb 26, 2026 |
|
Acadian Sees Quants Moving to Loans, CLOs
|
Feb 19, 2026 |
|
The Big MBS Trade Has Legs Even After Government Buys, Says Clark
|
Feb 12, 2026 |
|
Tech Debt Binge Is Just Getting Started
|
Feb 10, 2026 |
|
Distressed Buyer H.I.G. Sees Most Loan Distress in Years (Podcast)
|
Feb 05, 2026 |
|
Pimco’s President Says Private Debt Investors Are Blind to the Risks
|
Jan 29, 2026 |
|
Seix Fears More Zombie Borrower Distress as Interest Rates Stay High
|
Jan 22, 2026 |
|
Neuberger Sees More Gain Than Pain in Private Debt Market
|
Jan 15, 2026 |
|
The Long Road to Making Venezuela's Debt and Oil Investable Again
|
Jan 13, 2026 |
|
Inside ‘the Everything Bubble’ With RBA
|
Jan 08, 2026 |
|
Newfleet Warns of ‘No Free Lunch’ in AI Debt Funding Frenzy
|
Dec 18, 2025 |
|
KKR Is Hunting for Yield in European and Japanese Credit Markets
|
Dec 11, 2025 |
|
Barclays’ Rogoff Sees Risk of AI Bust as Debt Issuance Ramps Up
|
Dec 04, 2025 |
|
Arini Says European Private Credit Has the Edge Over US Market
|
Nov 26, 2025 |
|
Vanguard Says Junk Bond Pricing Leaves Little Room for Negative Surprises
|
Nov 20, 2025 |
|
Oaktree Worries About Lack of Discipline in Rush to Fund AI
|
Nov 13, 2025 |
|
DoubleLine Is Ringing Alarm Bells on the AI Debt Funding Bonanza
|
Nov 06, 2025 |
|
Crossmark Says Investors Are Too Complacent About Market Risks
|
Oct 30, 2025 |
|
Monarch Sees Bigger Hazard Than Fraud
|
Oct 23, 2025 |
|
Ares Says Private Lenders Are Better Placed Than Public to Avoid Pain
|
Oct 16, 2025 |
|
Aegon Is Worried About Junk-Debt Blowups
|
Oct 09, 2025 |
|
CLOs Are Tough to Blow Up, Crescent Says
|
Oct 02, 2025 |
|
BlackRock Says CLOs Are Among Best Relative Value Picks in Credit
|
Sep 25, 2025 |
|
Blackstone Says Private Credit Pays a Lot Better Than Liquid Debt Markets
|
Sep 18, 2025 |
|
US Law Firm Gibson Dunn Is Chasing a Big Distressed Debt Opportunity in Europe
|
Sep 11, 2025 |
|
RBC BlueBay Says Public Credit is ‘Far Superior’ to Private Debt
|
Sep 04, 2025 |
|
Moody’s Expects LBOs to Make a Comeback
|
Aug 28, 2025 |
|
Tetragon Sees Midteens Gain in Riskiest CLO Tranche
|
Aug 21, 2025 |
|
Mudrick Sees Seven-Year Default Wave as Rates Stay Up
|
Aug 14, 2025 |
|
Junk Companies Are in Debt Covenant 'La La Land,' Says Fox Legal
|
Jul 31, 2025 |
|
US Billionaires Are Only Just Getting Started on Their Global Sports Invasion
|
Jul 24, 2025 |
|
Private Credit Giant Ares Is Seeing More Defense Opportunities in Europe
|
Jul 17, 2025 |
|
JPMorgan’s Aronov Sees More Junk Firms Struggling to Repay Debts
|
Jul 10, 2025 |
|
Private Credit Heavyweight HPS Sees ‘Huge Opportunity’ in Fund Finance
|
Jul 03, 2025 |
|
Barings Is Seeing More Credit Investor Interest in Europe Amid US Policy Mayhem
|
Jun 26, 2025 |
|
Silver Point Sees ‘Game Over’ for Some Private Debt Funds When Cycle Turns
|
Jun 18, 2025 |
|
PGIM Lauds ‘Bulletproof’ CLOs as Credit Risks Rise
|
Jun 12, 2025 |
|
Credit Market Calm Is at Odds With High Default Risk, Schwab’s Martin Says
|
Jun 05, 2025 |
|
Dimensional Says High-Yield Public Debt Has the Edge Over Private
|
May 29, 2025 |
|
Polus Adds Credit Shorts, Sees Default Mountain Ahead
|
May 22, 2025 |
|
Barclays’ DCM Chief Sees Buyers Longing for Long Bonds
|
May 15, 2025 |
|
Real Estate’s in Trouble as Economy Slows, Says Hines
|
May 08, 2025 |
|
Fridson Sees High Yield Going Distressed in Recession
|
May 01, 2025 |
|
BlackRock Sees Credit Pain as Tariff Confusion Reigns
|
Apr 24, 2025 |
|
Trade War Is Driving Retailers Nuts, Says Alix’s Etlin
|
Apr 17, 2025 |
|
Distressed Specialist Aptior Sees Opportunity in Chaos
|
Apr 10, 2025 |
|
Janus Is Skeptical of Private Credit’s Push Into ETFs
|
Apr 03, 2025 |
|
JPMorgan Sees Credit Risks Rising as Trade War Bites
|
Mar 27, 2025 |
|
Credit Buyers Mask Up as US Sneezes, Says CreditSights
|
Mar 20, 2025 |
|
Private Credit Value Flips to Europe, Says BC Partners
|
Mar 13, 2025 |
|
AllianceBernstein Says Private Debt Will Keep Its Edge
|
Mar 06, 2025 |
|
Carlyle Flags ‘High Teens’ Middle-Market CLO Gains
|
Feb 27, 2025 |
|
Pimco Likes Cruise Lines, Bank Bonds in Tariff Turmoil
|
Feb 20, 2025 |
|
Goldman Tells Credit Investors to Buy Cheap Hedges
|
Feb 13, 2025 |
|
Crescent Sees Credit Holding Firm Amid Trade War Storm
|
Feb 06, 2025 |
|
Gramercy Says Private Is Way to Go in Emerging Markets
|
Jan 30, 2025 |
|
Pemberton Builds NAV Loans, CLOs for Private Debt Edge
|
Jan 23, 2025 |
|
Centerbridge Sees Consumer Pain as Inflation Lingers
|
Jan 16, 2025 |
|
First Eagle Plays Safe as Credit Spreads Get Squeezed
|
Jan 09, 2025 |
|
RBC Sees Private Credit in Peril as Rates Stay High
|
Dec 24, 2024 |
|
Apollo Sees Private Credit Sprinting to $40 Trillion
|
Dec 19, 2024 |
|
Bourbon and Bonds: The Credit Edge 2025 Outlook
|
Dec 17, 2024 |
|
PineBridge Fears Credit Calamity as Demand Balloons
|
Dec 12, 2024 |
|
JPMorgan Likes Real Estate More Than Private Credit
|
Dec 05, 2024 |
|
TPG Angelo Gordon Predicts Home Equity Borrowing Boom
|
Nov 27, 2024 |
|
Oaktree Sees Companies in Trouble as Rates Stay High
|
Nov 21, 2024 |
|
Green Bonds Will Withstand Political Shock, Nikko Says
|
Nov 14, 2024 |
|
Vanguard Is Cautious on Junk as Economy Gets Turbulent
|
Nov 07, 2024 |
|
Churchill Sees Mid-Market Loan Value ‘in Plain Sight’
|
Oct 31, 2024 |
|
Listen Now: Inside Active by Bloomberg Intelligence
|
Oct 27, 2024 |
|
Goldman’s Jonny Fine Sees Bond Issuance Rush Extending
|
Oct 24, 2024 |
|
Pimco Says Private Credit Doesn’t Pay as Hazards Grow
|
Oct 17, 2024 |
|
Schroders Is Real Estate Bull in Private Debt Rush
|
Oct 10, 2024 |
|
Blackstone Eyes $30 Trillion Private Credit Bonanza
|
Oct 03, 2024 |
|
Moody’s Sees Private Debt Leverage, Transparency Risks
|
Sep 26, 2024 |
|
UBS’s Mish Picks Credit Winners, Losers in US Election
|
Sep 19, 2024 |
|
Goldman Sachs Likes the Real Estate Debt Others Fear
|
Sep 12, 2024 |
|
Sculptor Sees Opportunity in Busted Capital Structures
|
Sep 05, 2024 |
|
Nochu Losses Pile Up, Asia AT1 Risks; Vedanta Recovery
|
Aug 29, 2024 |
|
North Wall Sees 25% Returns in Litigation Finance
|
Aug 22, 2024 |
|
AllianceBernstein Sees European, EM Junk Bond Value
|
Aug 15, 2024 |
|
Cruise Lines Poised to Tighten to Peers; Disney Risks
|
Aug 01, 2024 |
|
Junk Defaults May Rise on Small Cap Pain, Says Regions
|
Jul 25, 2024 |
|
Antares CEO Eyes M&A Route to Private Debt Expansion
|
Jul 18, 2024 |
|
Banks Run Into Real Estate Trouble, Political Strife
|
Jul 11, 2024 |
|
Oaktree Sees Private Credit Stress as Excitement Grows
|
Jul 03, 2024 |
|
BlackRock Loves Real Estate Debt That ‘Everyone Hates’
|
Jun 27, 2024 |
|
Arini’s Lemssouguer Sees Junk Companies Hitting a Wall
|
Jun 20, 2024 |
|
Private Lender Arcmont Says High Returns Here to Stay
|
Jun 13, 2024 |
|
JPMorgan Sees Value in Asset-Backed Consumer Debt
|
Jun 06, 2024 |
|
High Rates Crush $200 Billion of Junk Debt, BofA Says
|
May 30, 2024 |
|
Invesco Buys REITs, Bank Bonds in Credit ‘Golden Age’
|
May 23, 2024 |
|
Wellington Bets on US Consumer in ‘Year of the Bond’
|
May 16, 2024 |
|
TCW Expects Private Debt ‘Accidents’ as Stress Builds
|
May 09, 2024 |
|
Western Asset Sees Value in Commercial Real Estate
|
May 02, 2024 |
|
Altice ‘Jenga Tower’ Menaces Global Credit Markets
|
Apr 25, 2024 |
|
Credit’s in Trouble If Fed Hikes, Says Morgan Stanley
|
Apr 18, 2024 |
|
Junk Credit Threat Grows as Rates Stay High, Says BNP
|
Apr 11, 2024 |
|
Amundi Tips AT1s in ‘Goldilocks’ View; Shipping Focus
|
Apr 04, 2024 |
|
Altice Stress Weighs on CLO Market, Sound Point Says
|
Mar 28, 2024 |
|
Junk Spreads Are Too Tight, Says Loomis; iHeart Focus
|
Mar 21, 2024 |
|
Marathon’s Richards Predicts Asset-Based Lending Boom
|
Mar 14, 2024 |
|
Credit Pays ‘Equity-Like Returns,’ Says Napier Park
|
Mar 07, 2024 |
|
Carlyle Sees Deluge of Opportunity as Banks Shed Loans
|
Feb 29, 2024 |
|
Fortress Sees $1 Trillion Real-Estate Debt Opportunity
|
Feb 22, 2024 |
|
Fidelity Fears Creditor Violence Spread; Altice Focus
|
Feb 15, 2024 |
|
Ares Sees ‘Fragile’ Debt Markets; Freight Costs Soar
|
Feb 08, 2024 |
|
Bain Sees Big CLO Opportunity; WeightWatchers' Survival
|
Feb 01, 2024 |
|
Vanguard Sees Recession Risk; Dish Blowup Rattles Junk
|
Jan 25, 2024 |
|
Goldman Demystifies Private Credit; BDCs Go Public
|
Jan 18, 2024 |
|
Hayfin Expects Private-Debt M&A; BI on Ozempic Risks
|
Jan 11, 2024 |
|
Commercial Real Estate Time Bomb; Leisure Opportunity
|
Jan 04, 2024 |
|
Private Debt ‘Tourists’ May Do Bad Deals; Bank Outlook
|
Dec 21, 2023 |
|
Private Credit 2024 Outlook; Asean Bank Resilience
|
Dec 15, 2023 |
|
KKR Sees Credit Stress, Not Armageddon; BI on India
|
Dec 08, 2023 |
|
Mark Attanasio Talks Private Debt, Sports; BI on Cable
|
Nov 30, 2023 |
|
Chicken-Finger Billionaire Unmasked; Health Care Woes
|
Nov 22, 2023 |
|
Federated Sees Private Debt Red Flags; AT1 Boom
|
Nov 16, 2023 |
|
WeWork Bust Shows Hazards of Love; China Chips War
|
Nov 09, 2023 |
|
Apollo Says Lean In to Private Debt; Pensions Boost
|
Nov 02, 2023 |
|
Blackstone Sees Big Yield Opportunity; BDC Focus
|
Oct 26, 2023 |
|
Judge’s Downfall Shocks Bankruptcy World; Oil M&A
|
Oct 19, 2023 |
|
Riskiest Junk-Bond Bets Pay Off; the AI Explosion
|
Oct 12, 2023 |
|
Mortgage Bonds Blow Up; Banks Feel Regulatory Heat
|
Oct 05, 2023 |
|
China’s Perilous New Debt Phase; Gas-Plunge Hazards
|
Sep 28, 2023 |
|
Junk Debt Markets Are Hot Again; Real Estate Strife
|
Sep 21, 2023 |
|
Bond Barrage Leaves Buyers Wanting More; India Risk
|
Sep 14, 2023 |
|
Hedge Funds Are Diving Into CLOs; AT1s Revitalize
|
Sep 07, 2023 |
|
Debt Markets Ready for Sales Rush; Cruise Comeback
|
Aug 31, 2023 |
|
Private Debt Defaults Accelerate; China’s Bond Mess
|
Aug 24, 2023 |
|
Loan Defaults Outpace Bonds; Country Garden Woes
|
Aug 17, 2023 |
|
Lenders Vie for Yellow Loan; Consumer in Focus
|
Aug 10, 2023 |
|
Leveraged Loans Reap Risk-On Gains; Indonesian Junk
|
Aug 03, 2023 |
|
Distressed Creditors Play Nice; Telecoms in Focus
|
Jul 27, 2023 |
|
China’s Debt Powder Keg; Canada Faces Mortgage Test
|
Jul 20, 2023 |
|
CLOs Stage a Comeback; Shipping’s in Dire Straits
|
Jul 13, 2023 |
|
Subprime Auto-Loan Shock; Thames Water Meltdown
|
Jul 06, 2023 |
|
Brilliant Private Debt Returns; Paramount Bonds Lag
|
Jun 29, 2023 |
|
Distressed Companies Dumping Assets; SBB Sinks
|
Jun 22, 2023 |
|
Office Debt Is Blowing Up; Budweiser Loses Crown
|
Jun 15, 2023 |
|
Deckchairs on the Titanic; Retail Pain Spreads
|
Jun 08, 2023 |
|
The $64 Billion Hidden Debt Hazard; SoftBank Focus
|
Jun 01, 2023 |
|
Inside the Private Debt Boom; Korea Bank Stress
|
May 25, 2023 |
|
Bankruptcy Wave Has Only Just Begun; Utility Refuge
|
May 18, 2023 |
|
Distressed Buyers Strike Paydirt; Utility Picks
|
May 11, 2023 |
|
Tighter Money Inflicts Pain; Big Tech’s a Winner
|
May 04, 2023 |
|
Divisive Debt Maneuvers; Bank Stress Returns
|
Apr 27, 2023 |
|
Riskiest Distress Bet Advances; Revenge Spend Wins
|
Apr 20, 2023 |
|
Junk Firms Slam Into Debt Wall; AT1s Strike Back
|
Apr 13, 2023 |
|
Banks Get Whacked by LBO Debt; TMT Picks and Pans
|
Apr 06, 2023 |
|
Corporate Distress Spreads; Energy Junk Is a Haven
|
Mar 30, 2023 |
|
Swiss AT1 Bond Carnage, Leisure Sector Risk
|
Mar 23, 2023 |
|
Bank Bonds Tumble Into Distress
|
Mar 16, 2023 |
|
Adani Crisis Drags On; China’s Reopening
|
Mar 09, 2023 |
|
China’s Mega Restructure; Trouble in India
|
Mar 02, 2023 |
|
Private Credit Booming With M&A Deals
|
Mar 01, 2023 |
|
Structured Credit; Healthcare Distress
|
Mar 01, 2023 |
|
Libor-SOFR Switch Angst; LatAm Energy View
|
Mar 01, 2023 |
|
Retailers in Distress; Wall Street Banks Look Solid
|
Mar 01, 2023 |
|
CLO Clash, Twitter Debt Drama; Technology Focus
|
Mar 01, 2023 |
|
High-Yield Boom; Communications Focus: Credit Edge
|
Feb 28, 2023 |