Go offline with the Player FM app!
Moody’s Report Exposes at a Massive Wave of Corporate Collapses
Manage episode 495653414 series 2679639
Moody's latest report on credit market dynamics showed a significant increase in the number of distressed borrowers, primarily those relating to private equity. In addition, bank stats show that while everyone else has forgotten about commercial real estate and its underlying bust, domestic banks have not and have been quietly yet persistently reducing their exposures to it. Participants in both sectors are following the same rule of thumb: avoid defaults at all costs.
Eurodollar University's conversation w/Steve Van Metre
******
EDU Memberships Anniversary Sale
https://www.eurodollar.university/sale
******
Bloomberg Fed’s Waller Hints at July Dissent as He Makes Case for Rate Cut
https://www.bloomberg.com/news/articles/2025-07-18/fed-s-waller-says-private-sector-job-worries-drive-rate-cut-call
Bloomberg Waller Says Fed Should Cut Rates Now With Labor Market on Edge
https://www.bloomberg.com/news/articles/2025-07-17/waller-says-fed-should-cut-rates-now-with-labor-market-on-edge
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
1171 episodes
Manage episode 495653414 series 2679639
Moody's latest report on credit market dynamics showed a significant increase in the number of distressed borrowers, primarily those relating to private equity. In addition, bank stats show that while everyone else has forgotten about commercial real estate and its underlying bust, domestic banks have not and have been quietly yet persistently reducing their exposures to it. Participants in both sectors are following the same rule of thumb: avoid defaults at all costs.
Eurodollar University's conversation w/Steve Van Metre
******
EDU Memberships Anniversary Sale
https://www.eurodollar.university/sale
******
Bloomberg Fed’s Waller Hints at July Dissent as He Makes Case for Rate Cut
https://www.bloomberg.com/news/articles/2025-07-18/fed-s-waller-says-private-sector-job-worries-drive-rate-cut-call
Bloomberg Waller Says Fed Should Cut Rates Now With Labor Market on Edge
https://www.bloomberg.com/news/articles/2025-07-17/waller-says-fed-should-cut-rates-now-with-labor-market-on-edge
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
1171 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.