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1
Introduction
2
Real estate
3
Credit markets
4
Recessions have consequences
5
What the Fed did
6
Supply shock
7
Solvency threat
8
Political risks
9
Triaging
10
International Markets
11
Long Term Effects
12
King Kong vs Godzilla
13
Structural Infirmities
14
Audience Question
15
Policy Question
16
Banks as Agents
17
The Credit Panel
Description:
Explore a panel discussion on credit market trends featuring industry experts from Canyon Partners, Värde Partners, and Investcorp. Delve into the recent credit market stress, the Federal Reserve's intervention, and its impact on issuance and central bank participation across credit grades. Examine changing investor dynamics, market normalization, and the potential for manager specialization. Investigate whether the Fed's current market intervention is merely postponing a credit market reckoning that could lead to major downgrades and restructuring. Gain insights on real estate, recessions, supply shocks, solvency threats, political risks, international markets, long-term effects, structural infirmities, and the role of banks as agents in the credit landscape.

Credit Trends - Back From the Brink

Milken Institute
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-07:39