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WTF Just Happened to the Banking System?!
Episode 1194

WTF Just Happened to the Banking System?!

Eurodollar University

September 25, 202522m 20s

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Show Notes

There are growing concerns - and a growing pile of evidence and reports - indicating the *shadow* banking system is suppressing potential losses for no legitimate reason. Here we examine where they are coming from and what the latest data shows. 

Eurodollar University's Money & Macro Analysis

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S&P Global Private Credit: The Rising ‘Defaults’
https://www.spglobal.com/market-intelligence/en/news-insights/resources/private-credit-the-rising-defaults

Lincoln International
https://www.lincolninternational.com/news/the-lincoln-private-market-index-records-another-quarter-of-growth-in-q2/

Bloomberg Default Warnings Start to Pile Up in Private Credit Market
https://www.bloomberg.com/news/articles/2025-08-21/default-warnings-start-to-pile-up-in-the-private-credit-market


https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

Topics

Eurodollar UniversityJeff SniderMonetary OrderCentral BanksAlhambra InvestmentsInflationDeflationEconomyDepressionRecession