Articles

Fitch Ratings warns that revisions to U.S. bank capital rules could create paper excess capital, raising reported ratios without improving financial strength. Read more

Fitch flags sharp pockets of risk in outsourced services, media production, software and AI infrastructure, and in the private credit vehicles that lend to them. Read more

U.S. banking sector appears sturdier than during the 2022 and 2023 turmoil, But new capital requirements makes them less safe. Read more

Regulators allege that the private equity firm owning Atlantic Coast Life moved retirees’ annuity money into illiquid private credit, including loans tied to collapsed investor 777 Partners. Read more

Carlyle executives caution direct lenders against repeating structural software-as-a-service errors as they fund the artificial intelligence infrastructure buildout. Read more

The near-collapse of the AI-focused hedge fund, Situational Awareness, shows that systemic opacity persists. Read more

Private equity’s deep integration into the U.S. insurance industry, particularly life and annuity sectors, should prompt more intensified regulatory scrutiny. Read more

Private equity firms now control roughly half of New York’s home care market, transforming it into a consolidated, highly leveraged system. Read more

Warren revives the Stop Wall Street Looting Act, aiming to expand private equity liability, tighten buyout rules and increase oversight of private credit and bankruptcy risks. Read more

Global debt surged over $10 trillion in H1 2026, exceeding $365 trillion, largely driven by emerging markets, strategic AI infrastructure, and defense spending. Read more

With heightened geopolitical tensions, a rising interest rate environment, and vulnerabilities in AI, private credit, and private equity firms, this is a terrible time to deregulate banks. Read more

Private equity managers are increasingly funneling private debt into life insurers’ annuity balance sheets, a significant shift from traditional, liquid investments. This “closed-loop” system, driven by the pursuit of higher yields, sees insurers becoming primary funders of the multi-trillion-dollar private credit market. Read more

A new bill, the “Stop Corporate Takeovers of Physicians Act,” has been introduced by Senators Warren, Merkley, Wyden, and Representatives Ocasio-Cortez, Hoyle, and Subramanyam. This legislation aims to curb the growing trend of private equity firms acquiring medical practices, a pattern often leading to financial distress and bankruptcy for healthcare providers. Read more

The Iran conflict is creating a stark economic divide, with energy producers and financial institutions benefiting from soaring commodity prices. Meanwhile, sectors like automotive, manufacturing, and consumer goods face significant margin compression due to rising energy, transportation, and borrowing costs, exemplified by PwC’s revenue decline. Read more

The decade of low interest rates is over, replaced by monetary tightening that acts as a stress test for financial institutions. This shift creates a fragmented landscape, not uniform benefits. Read more

EPA Administrator Zeldin’s rollback of greenhouse gas standards and financial regulators’ withdrawal of climate-risk principles are reshaping financial institutions’ risks. Read more