Monetary Matters with Jack Farley cover image

Private Credit “Doom” Narrative On Shaky Foundation? | Michael Haynes On Why Retail Outflows Are Real But Credit Foundations Are Solid

Monetary Matters with Jack Farley

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Defaults and Non-Accruals in Direct Lending

Michael notes limited default pickup so far, emphasizing relationship lending, conservative LTVs, and flexible workouts.

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