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- 🚨Some cracks are showing up in the US credit market
🚨Some cracks are showing up in the US credit market
Could this translate into a broader market sell-off?
Global Markets Investor
October 22, 2025
In partnership with
🔥🔥 GLOBAL MARKETS INVESTOR PORTFOLIO — UP 60% SINCE JANUARY 2024 DURING THE MARCH-APRIL 2025 MARKET TURMOIL, MAJOR US INDEXES FELL NEARLY 20%, WHILE THE GMI PORTFOLIO GAINED OVER 5%, FIND OUT HOW BELOW:
In recent weeks, something troubling has been unfolding in US credit markets, particularly within the leveraged loan space.
A series of bankruptcies has triggered billions of Dollars in losses for asset managers and private equity funds.
This cannot go unnoticed, as the leveraged loan market, now worth an estimated $2 trillion, represents an important segment of the US corporate credit market.
As a result, stocks of several private credit funds (alternative asset managers) have tumbled, highlighting growing concern among investors. The chart below presents Blackstone Secured Lending Fund, Ares Capital Corporation and Blue Owl Capital Inc. versus the S&P 500.
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What exactly is happening, and why should investors pay attention to these developments? You can find out in the following analysis.
US LEVERAGED LOAN MARKET IS ON TRACK FOR THE BIGGEST LOSS IN YEARS
