Economy

The private credit software AI disruption 2026 debate shows lenders separating mission-critical winners from vulnerable SaaS models facing an AI reckoning.

The private credit software AI disruption 2026 debate shows lenders separating mission-critical winners from vulnerable SaaS models facing an AI reckoning.

Private Credit Lenders Say Their Big Software Bet Faces an AI Reckoning, But Not a Wipeout

Richard Garrett June 24, 2026

Prominent private credit investors are warning that artificial intelligence is forcing a significant reckoning...

The inflation expectations survey May 2026 Fed data shows one-year expectations at 3.5% as financial anxiety rises and job confidence weakens among Americans.

The inflation expectations survey May 2026 Fed data shows one-year expectations at 3.5% as financial anxiety rises and job confidence weakens among Americans.

US Public’s Inflation Expectations Largely Unchanged in May Despite War-Driven Price Pressure

Richard Garrett June 19, 2026

Americans’ expectations for future inflation remained largely stable in May even as the Iran...

Oil prices Middle East military strikes ceasefire 2026 risk rises as Israel and Iran exchange direct fire for the first time since April's truce began.

Oil prices Middle East military strikes ceasefire 2026 risk rises as Israel and Iran exchange direct fire for the first time since April's truce began.

Oil Prices Rise After Weekend Israel-Iran Strikes Threaten Ceasefire and Peace Talks

Richard Garrett June 16, 2026

Oil prices climbed Monday morning after a surge of direct military action between Israel...

Federal Reserve rate hike December 2026 odds jump to 68% after May payrolls crush expectations and inflation stays stubbornly above target.

Federal Reserve rate hike December 2026 odds jump to 68% after May payrolls crush expectations and inflation stays stubbornly above target.

Rate Hike Odds Jump to 68% for December as May Jobs Report Resets Fed Expectations

Richard Garrett June 16, 2026

A blockbuster May jobs report has shifted rate markets dramatically, pushing the probability of...

The May jobs report payroll growth 2026 data shows 172,000 jobs added, nearly double forecasts, but wage growth at 3.4% still trails the pace of inflation.

The May jobs report payroll growth 2026 data shows 172,000 jobs added, nearly double forecasts, but wage growth at 3.4% still trails the pace of inflation.

US Labor Market Smashes Expectations With 172,000 Jobs Added in May

Richard Garrett June 16, 2026

The American labor market delivered a third consecutive strong surprise in May, adding 172,000...

The May jobs report Federal Reserve rate hike 2026 odds grow as 172,000 jobs added beats expectations and inflation hawks push for action later this year.

The May jobs report Federal Reserve rate hike 2026 odds grow as 172,000 jobs added beats expectations and inflation hawks push for action later this year.

Strong May Jobs Report Keeps Fed Focused on Inflation and Raises Rate Hike Odds

Richard Garrett June 15, 2026

A third consecutive stronger-than-expected jobs report has shifted the Federal Reserve’s attention firmly toward...

Blackstone private credit fund withdrawals 2026 hit 10% in Q2 forcing a 5% cap as Partners Group warns the liquidity squeeze is spreading to private equity.

Blackstone private credit fund withdrawals 2026 hit 10% in Q2 forcing a 5% cap as Partners Group warns the liquidity squeeze is spreading to private equity.

Blackstone Restricts Withdrawals From Flagship Private Credit Fund as Redemption Requests Spike

Richard Garrett June 12, 2026

Blackstone has moved to cap investor withdrawals from its $79 billion private credit fund...

The S&P 500 CAPE ratio valuation warning 2026 shows stocks at their most expensive level since the dot-com crash as inflation and slow growth mount.

The S&P 500 CAPE ratio valuation warning 2026 shows stocks at their most expensive level since the dot-com crash as inflation and slow growth mount.

Stock Market Sounds a Valuation Alarm as S&P 500 Hits Most Expensive Level Since Dot-Com Crash

Richard Garrett June 10, 2026

The U.S. stock market is flashing a warning that investors would be unwise to...

The OECD global growth outlook Iran war 2026 report cuts forecasts to 2.8% with a worst-case scenario of just 2.1% if Hormuz disruptions persist.

The OECD global growth outlook Iran war 2026 report cuts forecasts to 2.8% with a worst-case scenario of just 2.1% if Hormuz disruptions persist.

OECD Warns Iran War Could Halve Global Growth if Hormuz Disruptions Persist

Richard Garrett June 9, 2026

The Organisation for Economic Cooperation and Development has sharply cut its global growth forecast,...

The stock market bubble top dot-com 2026 parallel deepens as just 20 S&P 500 stocks hit records, mirroring the exact narrowness seen in March 2000.

The stock market bubble top dot-com 2026 parallel deepens as just 20 S&P 500 stocks hit records, mirroring the exact narrowness seen in March 2000.

The Stock Market Just Did Something Eerily Similar to the Dot-Com Bubble Top in 2000

Richard Garrett June 4, 2026

The S&P 500 closed at a record high on the last trading day of...