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15.03.26 - 13:12
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How the Private Credit Crunch Is Raising New Questions About Risk (Bloomberg)
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Private credit has exploded in recent years, drawing in major institutions and alternative asset giants, and even featuring more heavily in retail portfolios. But as cracks emerge in parts of the private credit space, we take a look at how the benefits of non-bank lending could be turning into vulnerabilities. Apollo's Marc Rowan points to the broad appeal of private lending to institutions, while former Goldman Sachs CEO Lloyd Blankfein and former Federal Reserve Board Governor Daniel Tarullo worry about the harm it could cause for retail investors. (Source: Bloomberg)...
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13.03.26 - 23:09
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UBS And Goldman Map The Paralysis Across Hormuz Chokepoint (ZeroHedge)
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UBS And Goldman Map The Paralysis Across Hormuz Chokepoint
The second week of the U.S.-Israeli war against Iran is coming to a close, with no visible off-ramp yet emerging, even as the White House continues to project victory. Goldman now expects the disruption in the Strait of Hormuz to persist for three weeks, a timeline that suggests further intensification of what the IEA has already described as an unprecedented global energy shock.
Focusing on the Strait of Hormuz chokepoint, data from UBS and Goldman desks show that flows through the critical waterway remain muted by the end of the week.
Current situation in the Hormuz and Gulf area:
Oil & gas tankers passing through the Strait of Hormuz, in number of ships, entering and exiting the Gulf
Crude loadings by ports in the Middle East (Mb/d)
Iran's crude loadings by port (Mb/d)
Map of oil & gas infrastructure in the Persian Gulf
Iranian attacks on vessels (direct & attempted)
Map of ships' locations when struck in the Gulf region since ear...
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