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Private Credit Defaults 101: Beyond the Noise
Like any good school year, this series went by fast. But as class comes to an end, there’s one theme that’s been top of mind here at The Lead: “noise.”
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October 6, 2026 
Last of the Dinosaurs
It was the finale of the longest, slow-motion credit tumble ever witnessed, and certainly the most anticipated spectator event since…
CHART OF THE WEEK
Oh, That Default The long-awaited default of Energy Future Holding’s$19.5 billion in loans, while pushing April’s figure by volume to 4.6%…
MARKIT RECAP
It’s been a while since the eurozone’s periphery had any meaningful impact on broader market sentiment. Mario Draghi’s “whatever it…
Leveraged Loan Insight & Analysis
The middle market yield premium on first-lien institutional term loans has dropped to just 66bp this quarter; its lowest level…
THE PULSE OF PRIVATE EQUITY
Last week we discussed the increase in valuations seen over the last 12 to 18 months in the middle-middle market,…
LOAN STATS AT A GLANCE
Source: S&P Capital IQ Contact: Robert Polenberg robert.polenberg@spcapitaliq.com
Lead Left Interview - Justin Kaplan
This week we speak with Justin Kaplan, Partner, Balance Point Capital Partners, a lower-middle market investment firm with offices in…
CHART OF THE WEEK
Par for the Course Softness in market technicals has driven loan prices for new-issue leveraged loan paper below par for…
LOAN STATS AT A GLANCE
Source: S&P Capital IQ Contact: Robert Polenberg robert.polenberg@spcapitaliq.com
LOAN STATS AT A GLANCE
Source: S&P Capital IQ Contact: Robert Polenberg robert.polenberg@spcapitaliq.com
THE PULSE OF PRIVATE EQUITY
At ACG Intergrowth last week I spent a fair amount of time talking with private equity deal guys (and one…
MARKIT RECAP
Positive earnings, strong economic data, low default rates and – most importantly – a favourable monetary policy environment continue to…
Leveraged Loan Insight & Analysis
CLO issuance remains strong thanks to a broadening and growing AAA investor base and a growing number of first time…
On Demand
We don’t know anyone who’s seen the latest Godzilla movie, yet it’s grossed more than $375 million worldwide. On the…