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Logistics (MENA) 
Exactly how much retail money is pulling out of private credit? The Financial Times says it’s a lot…
Managers agreed to meet just 70% of USD 10.1 bn in redemption requests as retail money tested private credit’s liquidity…
Stagflation rewrites the hedge book as oil breaks old safe havens
Brent longs are at a six-year high, the USD is back in favor, and even classic havens are no longer…
A brief war calm sparks record bond rush
USD 65 bn priced in a day as issuers raced during a brief lull in war-driven volatility
US-Iran war and AI threats add pressure to global credit
Investors are gradually unwinding bullish positions in credit indexes and shifting to protective trades
A more nuanced look into the impact of the Strait of Hormuz’s closure on the GCC
Hormuz typically accounts for around 25% of global seaborne oil trade and some 20% of global LNG trade
“Sell America, buy Asia” trade interrupted as oil and war risk reset the outlook
Asian stocks are down 6% this week, as oil and war risk force investors back toward USD assets
Private markets’ boom years might be over, now comes the reckoning
Inflows are slowing, withdrawals are mounting, and analysts caution that defaults could spike if AI disrupts corporate earnings
Fiscal pressures mount for Egypt as CDS levels rise
Good morning, friends. The situation in Egypt remains calm as week one of the conflict in the Gulf limps to…
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