Oil Glut, Credit Cycle, and 2026 Themes

Spread Wideners, Private Credit Color, 2026 Risks

Coming Tailwinds, Fed Drama, and Private Credit Data Update

Home Depot’s Warning, Private Credit Growth, AI Bubble and Credit

Holiday Spending, Surging Earnings, and Senior Loan Officer Color

Private Credit Color, Reduced Uncertainty, and Consumer Belt Tightening

Consumer No Confidence, Credit Course Correction, and To Cut or Not to Cut

GM Blowout, U.S. Consumer, Bubbles

Cycle Turn? Big Bank Credit Color, and Oil’s Price Drop

Credit “Froth,” Growth Quality, and Q3 Earnings

Inflation Target, Bond Scarcity, and Capex Supercycle

Maximum Employment, Retail Therapy, and Risk Versus Uncertainty

Credit’s Durability, Risk Concentrations, and Distressed Debt Exchanges

Economic Lines of Defense, Q3 Earnings, and Jobs’ Revisions

Spreads vs. Yields, Financial Conditions, and Walmart/Target Read-Across

Earnings Momentum, 2026 Forecasts, and August Jobs

Inflection Point, Ares’ Perspective, and Maersk’s Beat

Slowdown, Leveraged Loan Surge, and Default Forecasts

Growth Catalysts, Homebuilder Bounce, and Tariff Bump

Big Bank Color, Labor Sensitivity, and European Update Description