Yesterday, GnS Economics published its Weekly Forecasts, which included an important finding concerning issues in the private credit sector.
I will now republish that section here for my paid subscribers. It does not include the actual time series analysis leading us to this conclusion, but if you’re interested, you can obtain it from the Weekly Forecasts 17/2026.
Have a great weekend,
Tuomas
A bailout of Private Credit through repo?
In Is Private Credit the source of the stress in repo? Tuomas raised the issue that two different data-generating processes would drive the U.S. repo market. Let’s recap the difference between TGCR and SOFR, with the help of Grok Expert:
