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Meanwhile, on private credit in advanced economies, this headline from Bloomberg. Judging by the “most read” metrics, it's attracting significant attention this morning. The proliferation of such headlines increases the risk of what I call the "ATM" scenario: investors forced to liquidate other healthy funds simply because they become the go-to source of available cash—even if those funds are fundamentally sound or operating in an entirely different asset class. It’s a classic contagion phenomenon: "If you can’t sell what you want, you sell what you can." While restricted liquidity tends to rank among the top five investor concerns, policymakers also recognize that, under extreme conditions, the line between liquidity and solvency can blur. To be clear, we are not at that point--but it is worth watching given what else is happening in the global economy and finance (see earlier posts). #economy #markets #privatecredit