Kind-of sounds like 2008… right before Lehman Brothers failed, right?

Kind-of sounds like 2008… right before Lehman Brothers failed, right? 😏 https://t.co/zoWcCRuWUu

— Financelot (@FinanceLancelot) October 6, 2026

Corporate borrowing costs hit 17% for the weakest companies

Borrowing costs for the lowest-rated U.S. companies reached about 17%, while the risk premium on CCC-or-lower debt climbed to 12 percentage points. Moody’s says $1.45 trillion of investment-grade debt matures between 2026 and 2030.

Private-credit fund redemptions remain severe in technology

Blue Owl’s overall redemption requests declined to $4.2 billion in Q3 from $5.4 billion in Q1, but its technology-focused fund faced redemption requests equal to 39% of shares. Australia’s Metrics Credit Partners also froze some redemptions after its auditor refused to endorse financial statements because of valuation concerns.

SEC issues unusual warning about how private assets are being valued

The SEC specifically warned that private-credit assets generally lack quoted market prices and therefore require significant judgment and “unobservable inputs” to determine fair value. The SEC said private-credit investments held by registered funds grew nearly 60%, from $170 billion in December 2020 to $270 billion in December 2025.

New York Fed and Dallas Fed launch a private-credit survey

The two Federal Reserve banks announced a survey examining private-credit lending standards, credit availability and the implications of the market for the broader economy. Aggregate results aren’t expected until Q1 2027.

Will bonds kill the equity party soon?
byu/Terrible_Ear_9678 inbonds

Correct! Got another 1-2 months tops
https://www.investmentwatchblog.com/correct-got-another-1-2-months-tops/