Macro Strategy Insights

Checking in on Private Credit

The administration went out in full force to calm markets about trade relationships, with the latest effort (as of 4pm ET Sunday) being a social media post from the President’s account stating, amongst other things, “Don’t worry about China, it will all be fine!” Maybe it is a TACO? Certainly, Bitcoin started bouncing as the headlines came out over the course of Sunday, but it is still well below where it opened on Friday. Stock futures are up, gaining back about 1/3 of Friday’s losses. Maybe this is it, and we are “back to what passes for normal,” but there ... Checking in on Private Credit

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