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Rebecca Walser on Private Credit 'Contagions' Pressuring Wall Street

Rebecca Walser on Private Credit 'Contagions' Pressuring Wall Street

Published 1 month, 2 weeks ago
Description

Rebecca Walser tells investors to watch for what dissenters to the FOMC interest rate pause say as macro uncertainties persist. She then turns to the private credit markets and pressures she anticipates lasting in the space. Long-standing "contagions" Rebecca sees for private credit are tied to software. That said, she doesn't believe investors should base the next financial "meltdown" on private credit "just yet."


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