financial-risk

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financial-analysis

Apollo Chief Economist warns of a $40 billion software sector maturity wall in 2028, dominated by lower-rated B- credits and vulnerable to refinancing risks amid AI disruption and persistent high interest rate environment.

Apollo Global Management Apollo Academy Torsten Slok PitchBook LCD Morningstar LSTA US Leveraged Loan Index
apolloacademy.com · akyuu · 1 day ago · details · hn
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US banks have accumulated $300 billion in exposure to private credit providers as of June 2025, with private credit lending comprising 10.4% of total NDFI lending—a significant shift from 3.6% a decade ago. Moody's warns that while banks are diversifying income through alternative asset managers, asset quality challenges may emerge, as illustrated by recent NDFI bankruptcies like Tricolor Holdings.

Wells Fargo Bank of America PNC Citigroup JPMorgan Chase Moody's Investors Service Tricolor Holdings First Brands Morgan Stanley Thoma Bravo
alternativecreditinvestor.com · JumpCrisscross · 1 day ago · details · hn