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Oaktree’s Howard Marks says there’s no systemic problem with private credit
In this article BX Follow your favorite stocksCREATE FREE ACCOUNT watch now VIDEO3:3003:30 Howard Marks: No systemic problem with private credit Money Movers Veteran investor Howard Marks said he doesn’t see a widespread problem brewing in private credit, but warned that the sector’s rapid expansion over the past 15 years could expose weaker lenders when […]
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Investors poured billions into private credit. Now many want their money back
The rush for the exits in private credit is prompting fresh scrutiny of the sector’s less-liquid structures and its rapid expansion into the retail wealth space. Blackstone has become the latest fund manager to be hit by a surge in requests from investors to withdraw from its flagship private credit strategy. The asset manager said […]
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Gulf oil trade, Pentagon’s AI usage, Gen Z’s analog obsession and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Wednesday. Treasury Secretary Scott Bessent told CNBC this morning that President Donald Trump’s 15% global tariff would be implemented this week. He also said the U.S. would make “a series of announcements” to support oil trade in the Gulf. Stock futures […]
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Blackstone’s Gray: Market ‘noise’ fueled record redemptions from world’s largest private credit fund
Key Points Blackstone president Jon Gray defended the quality of loans within the firm’s flagship private credit fund after investors as concerns in the sector are growing. Source
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The global M&A boom is rolling into 2026 as AI sparks deal frenzy — but cash is getting tight
Key Points Merger-and-acquisition activity roared back to life last year despite a sluggish start. Markets are betting that the surge will continue. While the appetite for deals remains strong, the pool of discretionary capital to fund them is historically thin. Source
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Jamie Dimon says ‘watch out’ as lofty asset prices add to economic risks: ‘My anxiety is high’
Key Points Even as economists tout the Trump administration’s tax and deregulatory policies as boosting economic growth this year, JPMorgan Chase CEO Dimon said that his own tendencies were to consider what could go wrong. “My own view is people are getting a little comfortable that this is real, these high asset prices and high […]
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Stocks making the biggest moves midday: KKR, Blackstone, CrowdStrike, International Paper & more
Check out the companies making the biggest moves midday: Financials — The financials sector of the S & P 500 slid more than 3% in midday trading, the worst performer in the broad market. Alternative asset managers KKR and Blackstone slid roughly 9% and 7%, respectively, after activist hedge fund Saba Capital Management and Cox […]
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Here are 3 forces that drove the stock market during Wall Street’s comeback week
The stock market staged a comeback last week, even as Wall Street waded through a flurry of both upbeat and unsettling headlines. The Nasdaq broke its five-week losing streak on Friday, buoyed by strong advances from our big tech names like Meta Platforms , Nvidia and Amazon . The tech-heavy index ended the week 1.9% […]
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Illiquid loans, investor demands: Blue Owl’s software lending triggers another quake in private credit
Blue Owl BDC’s CEO Craig Packer speaks during an interview with CNBC on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Nov. 19, 2025. Brendan McDermid | Reuters The latest tremor in the private credit world involved a deal that should’ve been reassuring to markets. Blue Owl, a direct […]
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PCE data, Amazon dethrones Walmart, Silicon Valley’s ‘vanlords’ and more in Morning Squawk
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. I’ve spent the last 24 hours going back and forth on whether I need to hop on the “dad shoe” trend. Stock futures are little changed this morning. The major indexes are coming off a down day. Here are five […]
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