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Private credit stress, a looming corporate debt wall, and rising fertilizer costs are building beneath the market. Here’s what investors need to understand now.

Markets are repricing a conflict with no clear endpoint—and no easy policy solution. KEY TAKEAWAYS Oil has surged to $108 per barrel, driven by an escalation in the Iran conflict and a shift from short-term expectations to a prolonged disruption. Markets are now repricing energy risk with no clear...

Redemptions are rising, loan quality is slipping, and private credit managers are feeling the heat. This is what the road ahead may look like.

The labor market is deteriorating, growth is slowing, and the Fed’s passive stance may be a costly mistake.

The Fed is stuck—but AI isn’t. Why Jensen Huang and NVIDIA may be the real economic backstop now.

Three dangerous market forces are converging: private credit stress, slowing GDP, and an oil shock tied to war with Iran.