Loan Defaults Outpace Bonds; Country Garden W...

The plunge in software debt creates opportunities to buy cheap loans from companies that will survive AI disruption, according to Permira Credit. “The market has overreacted,” Ian Jackson, the firm’s head of strategic opportunities, tells Bloomberg News’ James Crombie and Bloombe ...  Show more

A bank retreat from private credit piles pressure on business development companies already reeling from a wave of redemptions, according to SLR Investment Corp. “You’re starting to see banks get nervous and start to pull back,” the BDC’s co-Chief Executive Officer Michael Gross ...  Show more

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Economics Editor Molly Smith, Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey and Bloomberg Economics US economist Stuart Paul discuss the US core consumer price index cooling ...  Show more

Like many markets, Corporate Credit has faced a rocky start to 2022. For investors, understanding the difference between default and duration risk will be key to positioning for the rest of the year.

-----Transcript-----

Welcome to Thoughts on ...

In part three of our national debt masterclass, we share a simple debt dynamics formula we can monitor to help guide our investment choices.

Topics covered include:

The big headlines from March's banking crisis have receded and balances at some of the Federal Reserve's emergency lending facilities, like the discount window, are starting to fall. But if you look closely, there are still signs of strain in the depths of the financial system. A ...  Show more