Forwarded from RT News
From one call to big results
US-Iran conflict makes a huge impact on global energy market. On March 9th the Brent oil price hit its peak of $119.5 for the first time since summer 2022. Bloomberg reports that major oil producers Saudi Arabia, UAE, Kuwait and Iraq reduce their oil production amid Strait of Hormuz blockage.
The same day Trump calls President Putin. Iranian conflict was the main agenda, the talks were 'sincere and constructive, as it usually is between Russian and US' leaders' โ top Putin's aide Ushakov describes. However Kremlin states that the presidents did not discuss lifting sanctions.
Shortly after, President Trump announces taking 'those sanctions off โtil this straightens out', regarding Russia. But these are just words for now.
March 12 โ Putin's envoy Kirill Dmitriev, the key Russian negotiator with the US visits Miami to hold complex talks on 'destructive nature of sanctions against Russia'. After the complex talks Dmitriev states that US 'begins to better understand key role of Russian oil'
Today US Treasury department lifts sanctions on Russian oil that was loaded on vessels before March 12. Treasury Secretary Bessent presents it as 'US acting to stabilize global energy markets'.
US-Iran conflict makes a huge impact on global energy market. On March 9th the Brent oil price hit its peak of $119.5 for the first time since summer 2022. Bloomberg reports that major oil producers Saudi Arabia, UAE, Kuwait and Iraq reduce their oil production amid Strait of Hormuz blockage.
The same day Trump calls President Putin. Iranian conflict was the main agenda, the talks were 'sincere and constructive, as it usually is between Russian and US' leaders' โ top Putin's aide Ushakov describes. However Kremlin states that the presidents did not discuss lifting sanctions.
Shortly after, President Trump announces taking 'those sanctions off โtil this straightens out', regarding Russia. But these are just words for now.
March 12 โ Putin's envoy Kirill Dmitriev, the key Russian negotiator with the US visits Miami to hold complex talks on 'destructive nature of sanctions against Russia'. After the complex talks Dmitriev states that US 'begins to better understand key role of Russian oil'
Today US Treasury department lifts sanctions on Russian oil that was loaded on vessels before March 12. Treasury Secretary Bessent presents it as 'US acting to stabilize global energy markets'.
Forwarded from KAORI๐channel (KAORI๐)
โ
ใ่จณใ
ใฒใจใคใฎ้ป่ฉฑใใๅคงใใช็ตๆใธ
็ฑณใคใฉใณใฎๅฏพ็ซใฏใไธ็ใฎใจใใซใฎใผๅธๅ ดใซๅคงใใชๅฝฑ้ฟใไธใใฆใใ
3ๆ9ๆฅใใใฌใณใๅๆฒนไพกๆ ผใฏ2022ๅนดๅคไปฅๆฅๅใใฆ119.5ใใซใฎใใผใฏใ่จ้ฒใใ
ใใซใผใ ใใผใฐใซใใใฐใใใซใ ใบๆตทๅณกใฎๅฐ้ใซ้ใใฆใใตใฆใธใขใฉใใขใUAEใใฏใฆใงใผใใใคใฉใฏใจใใฃใไธป่ฆใช็ณๆฒน็็ฃๅฝใ็ณๆฒน็็ฃใๅๆธใใฆใใใจใฎใใจใ ใฃใ
ๅๆฅใใใฉใณใๅคง็ตฑ้ ใฏใใผใใณๅคง็ตฑ้ ใซ้ป่ฉฑใใใใ
ใคใฉใณใฎๅฏพ็ซใไธปใช่ญฐ้กใงใไผ่ซใฏใใญใทใขใจ็ฑณๅฝใฎๆๅฐ่ ้ใง้ๅธธใฎใใใซ่ช ๅฎใใคๅปบ่จญ็ใชใใฎใงใใใใจใใผใใณๅคง็ตฑ้ ใฎๅด่ฟใงใใใฆใทใฃใณใๆฐใฏ่ฟฐในใฆใใใใใฏใฌใ ใชใณใฏไธกๅคง็ตฑ้ ใๅถ่ฃ่งฃ้คใซใคใใฆ่ฉฑใๅใฃใฆใใชใใจ็บ่จใใฆใใ
ใใฎ็ดๅพใใใฉใณใๅคง็ตฑ้ ใฏใญใทใขใซ้ขใใฆใใใฎ็ถๆณใ่งฃๆฑบใใใพใงใใใใใฎๅถ่ฃใ่งฃ้คใใใใจ็บ่จใใใใใใใฏ็พๆ็นใงใฏใใ ใฎ่จ่ใซใใใชใใฃใ
3ๆ12ๆฅใใใผใใณๅคง็ตฑ้ ใฎ็นไฝฟใงใใใญใชใซใปใใใใชใจใๆฐใฏใ็ฑณๅฝใจใฎไบคๆธใฎไธปไปป่ ใจใใฆใใๅถ่ฃใฎ็ ดๅฃ็ใชๆง่ณชใใซใคใใฆ่ฉฑใๅใใใใซใใคใขใใ่จชๅใใ
่ค้ใชไผ่ซใฎๅพใใใใใชใจใๆฐใฏ็ฑณๅฝใใใญใทใข็ณๆฒนใฎ้่ฆใชๅฝนๅฒใใใใใ็่งฃใๅงใใฆใใใใจ่ฟฐในใ
ๆฌๆฅใ็ฑณๅฝ่ฒกๅ็ใฏ3ๆ12ๆฅไปฅๅใซ่นใซ็ฉใฟ่พผใพใใใญใทใข็ณๆฒนใซๅฏพใใๅถ่ฃใ่งฃ้คใใ
่ฒกๅ้ทๅฎใฎใใใปใณใๆฐใฏใใใใใ็ฑณๅฝใไธ็ใฎใจใใซใฎใผๅธๅ ดใๅฎๅฎใใใใใใฎๆช็ฝฎใใจ่กจ็พใใฆใใ
ใ่จณใ
ใฒใจใคใฎ้ป่ฉฑใใๅคงใใช็ตๆใธ
็ฑณใคใฉใณใฎๅฏพ็ซใฏใไธ็ใฎใจใใซใฎใผๅธๅ ดใซๅคงใใชๅฝฑ้ฟใไธใใฆใใ
3ๆ9ๆฅใใใฌใณใๅๆฒนไพกๆ ผใฏ2022ๅนดๅคไปฅๆฅๅใใฆ119.5ใใซใฎใใผใฏใ่จ้ฒใใ
ใใซใผใ ใใผใฐใซใใใฐใใใซใ ใบๆตทๅณกใฎๅฐ้ใซ้ใใฆใใตใฆใธใขใฉใใขใUAEใใฏใฆใงใผใใใคใฉใฏใจใใฃใไธป่ฆใช็ณๆฒน็็ฃๅฝใ็ณๆฒน็็ฃใๅๆธใใฆใใใจใฎใใจใ ใฃใ
ๅๆฅใใใฉใณใๅคง็ตฑ้ ใฏใใผใใณๅคง็ตฑ้ ใซ้ป่ฉฑใใใใ
ใคใฉใณใฎๅฏพ็ซใไธปใช่ญฐ้กใงใไผ่ซใฏใใญใทใขใจ็ฑณๅฝใฎๆๅฐ่ ้ใง้ๅธธใฎใใใซ่ช ๅฎใใคๅปบ่จญ็ใชใใฎใงใใใใจใใผใใณๅคง็ตฑ้ ใฎๅด่ฟใงใใใฆใทใฃใณใๆฐใฏ่ฟฐในใฆใใใใใฏใฌใ ใชใณใฏไธกๅคง็ตฑ้ ใๅถ่ฃ่งฃ้คใซใคใใฆ่ฉฑใๅใฃใฆใใชใใจ็บ่จใใฆใใ
ใใฎ็ดๅพใใใฉใณใๅคง็ตฑ้ ใฏใญใทใขใซ้ขใใฆใใใฎ็ถๆณใ่งฃๆฑบใใใพใงใใใใใฎๅถ่ฃใ่งฃ้คใใใใจ็บ่จใใใใใใใฏ็พๆ็นใงใฏใใ ใฎ่จ่ใซใใใชใใฃใ
3ๆ12ๆฅใใใผใใณๅคง็ตฑ้ ใฎ็นไฝฟใงใใใญใชใซใปใใใใชใจใๆฐใฏใ็ฑณๅฝใจใฎไบคๆธใฎไธปไปป่ ใจใใฆใใๅถ่ฃใฎ็ ดๅฃ็ใชๆง่ณชใใซใคใใฆ่ฉฑใๅใใใใซใใคใขใใ่จชๅใใ
่ค้ใชไผ่ซใฎๅพใใใใใชใจใๆฐใฏ็ฑณๅฝใใใญใทใข็ณๆฒนใฎ้่ฆใชๅฝนๅฒใใใใใ็่งฃใๅงใใฆใใใใจ่ฟฐในใ
ๆฌๆฅใ็ฑณๅฝ่ฒกๅ็ใฏ3ๆ12ๆฅไปฅๅใซ่นใซ็ฉใฟ่พผใพใใใญใทใข็ณๆฒนใซๅฏพใใๅถ่ฃใ่งฃ้คใใ
่ฒกๅ้ทๅฎใฎใใใปใณใๆฐใฏใใใใใ็ฑณๅฝใไธ็ใฎใจใใซใฎใผๅธๅ ดใๅฎๅฎใใใใใใฎๆช็ฝฎใใจ่กจ็พใใฆใใ
Forwarded from RT News
Ghana moves to table UN Resolution declaring transatlantic slave trade 'GRAVEST crime in human HISTORYโ
Source: Business Insider Africa
Source: Business Insider Africa
Forwarded from KAORI๐channel (KAORI๐)
โ
ใ่จณใ
ใฌใผใใฏใๅคง่ฅฟๆดๆจชๆญๅฅด้ท่ฒฟๆใใไบบ้กๅฒไธๆใๅถๆชใช็ฏ็ฝชใใจๅฎฃ่จใใๅฝ้ฃๆฑบ่ญฐๆกใๆๅบใใๅใใ่ฆใใฆใใ
ใ่จณใ
ใฌใผใใฏใๅคง่ฅฟๆดๆจชๆญๅฅด้ท่ฒฟๆใใไบบ้กๅฒไธๆใๅถๆชใช็ฏ็ฝชใใจๅฎฃ่จใใๅฝ้ฃๆฑบ่ญฐๆกใๆๅบใใๅใใ่ฆใใฆใใ
Forwarded from RT News
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VIEW IN TELEGRAM
โก๏ธ Trump aides CLASH over when to declare victory in Iran war as conflict spreads โ Reuters
US officials are urging Trump to KEEP ATTACKING IRAN even as he publicly flips between saying โWE WONโ and โWE GOT TO FINISH THE JOBโ
US officials are urging Trump to KEEP ATTACKING IRAN even as he publicly flips between saying โWE WONโ and โWE GOT TO FINISH THE JOBโ
Forwarded from KAORI๐channel (KAORI๐)
โ
ใ่จณใ
โก๏ธ ใใฉใณใใฎๅด่ฟใใกใฏใใคใฉใณใจใฎๆฆไบใงๅๅฉใๅฎฃ่จใใๆๆใใใใฃใฆๅฏพ็ซใใฆใใใจใๆฆไบใๆกๅคงใใไธญใใญใคใฟใผใฏๅ ฑใใฆใใ
็ฑณๅฝใฎ้ซๅฎใใกใฏใใใฉใณใใซๅฏพใใฆใคใฉใณใธใฎๆปๆใ็ถใใใใใซไฟใใฆใใ
ใใฉใณใใๅ ฌใฎๅ ดใงใใๅใฃใใใจใไปไบใ็ตใใใใชใใใฐใชใใชใใใจ่จใๅใฃใฆใใใซใใใใใใใงใใ
ใ่จณใ
โก๏ธ ใใฉใณใใฎๅด่ฟใใกใฏใใคใฉใณใจใฎๆฆไบใงๅๅฉใๅฎฃ่จใใๆๆใใใใฃใฆๅฏพ็ซใใฆใใใจใๆฆไบใๆกๅคงใใไธญใใญใคใฟใผใฏๅ ฑใใฆใใ
็ฑณๅฝใฎ้ซๅฎใใกใฏใใใฉใณใใซๅฏพใใฆใคใฉใณใธใฎๆปๆใ็ถใใใใใซไฟใใฆใใ
ใใฉใณใใๅ ฌใฎๅ ดใงใใๅใฃใใใจใไปไบใ็ตใใใใชใใใฐใชใใชใใใจ่จใๅใฃใฆใใใซใใใใใใใงใใ
Forwarded from The Ape of Main Street
"Starlink Satellites will be able to broadcast direct to your mobiles. There will be no deadzone anywhere in the world for your cell phone. Your phone will still work even if there are no cell towers."
Starlink will save lives. โค๏ธ
https://x.com/i/status/2028487936501518481
Starlink will save lives. โค๏ธ
https://x.com/i/status/2028487936501518481
X (formerly Twitter)
DogeDesigner (@cb_doge) on X
"Starlink Satellites will be able to broadcast direct to your mobiles. There will be no deadzone anywhere in the world for your cell phone. Your phone will still work even if there are no cell towers."
Starlink will save lives. โค๏ธ
Starlink will save lives. โค๏ธ
Forwarded from KAORI๐channel (KAORI๐)
โ
ใ่จณใ
ในใฟใผใชใณใฏ่กๆใฏใใใชใใฎๆบๅธฏ้ป่ฉฑใซ็ดๆฅๆพ้ใใใใจใใงใใใ
ไธ็ไธญใงๆบๅธฏ้ป่ฉฑใฎใใใใพใผใณใฏใชใใชใ
ใปใซใฟใฏใผใใชใใฆใใใใชใใฎๆบๅธฏ้ป่ฉฑใฏๆญฃๅธธใซๅไฝใใ
ในใฟใผใชใณใฏใฏๅฝใๆใใ ใใโค๏ธ
ใ่จณใ
ในใฟใผใชใณใฏ่กๆใฏใใใชใใฎๆบๅธฏ้ป่ฉฑใซ็ดๆฅๆพ้ใใใใจใใงใใใ
ไธ็ไธญใงๆบๅธฏ้ป่ฉฑใฎใใใใพใผใณใฏใชใใชใ
ใปใซใฟใฏใผใใชใใฆใใใใชใใฎๆบๅธฏ้ป่ฉฑใฏๆญฃๅธธใซๅไฝใใ
ในใฟใผใชใณใฏใฏๅฝใๆใใ ใใโค๏ธ
Forwarded from Clash Report
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VIEW IN TELEGRAM
U.S. Treasury Secretary Scott Bessent was abruptly pulled from a live interview after being told โthe President wants you right away.โ
After returning, his voice was noticeably shaken.
After returning, his voice was noticeably shaken.
Forwarded from KAORI๐channel (KAORI๐)
โ
ใ่จณใ
็ฑณๅฝ่ฒกๅ้ทๅฎใฎในใณใใใปใใใปใณใใฏใใๅคง็ตฑ้ ใใใใใซใใชใใจไผใใใใจ่จใฃใฆใใใใจ่จใใใฆใใฉใคใใคใณใฟใใฅใผใใ็ช็ถๅผใ้ขใใใ
ๆปใฃใฆใใๅพใๅฝผใฎๅฃฐใฏๆใใใซ้ใใฆใใ
ใ่จณใ
็ฑณๅฝ่ฒกๅ้ทๅฎใฎในใณใใใปใใใปใณใใฏใใๅคง็ตฑ้ ใใใใใซใใชใใจไผใใใใจ่จใฃใฆใใใใจ่จใใใฆใใฉใคใใคใณใฟใใฅใผใใ็ช็ถๅผใ้ขใใใ
ๆปใฃใฆใใๅพใๅฝผใฎๅฃฐใฏๆใใใซ้ใใฆใใ
KAORI๐channel
โ ใ่จณใ ็ฑณๅฝ่ฒกๅ้ทๅฎใฎในใณใใใปใใใปใณใใฏใใๅคง็ตฑ้ ใใใใใซใใชใใจไผใใใใจ่จใฃใฆใใใใจ่จใใใฆใใฉใคใใคใณใฟใใฅใผใใ็ช็ถๅผใ้ขใใใ ๆปใฃใฆใใๅพใๅฝผใฎๅฃฐใฏๆใใใซ้ใใฆใใ
่บซ่ฟใซใใๆตใชใฎใใชโ๏ธ
่ ใใง่ชๅใฎๆใ้ใใซๅใใ้งใจใชใฃใฆใโ๏ธ๐
่ ใใง่ชๅใฎๆใ้ใใซๅใใ้งใจใชใฃใฆใโ๏ธ๐
๐2
Forwarded from Clash Report
Japan will not send Self-Defense Forces to remove mines in the Strait of Hormuz, Prime Minister Sanae Takaichi told parliament.
Forwarded from KAORI๐channel (KAORI๐)
โ
ใ่จณใ
้ซๅธๆฉ่้ฆ็ธใฏๅฝไผใงใใคใฉใณใจใฎ็ทๅผตใ้ซใพใฃใฆใใ็พๅจใๆฅๆฌใฏใใซใ ใบๆตทๅณกใฎๅฐ้ทใๆ้คใใใใใซ่ช่ก้ใๆดพ้ฃใใชใใจ่ฟฐในใ
ใ่จณใ
้ซๅธๆฉ่้ฆ็ธใฏๅฝไผใงใใคใฉใณใจใฎ็ทๅผตใ้ซใพใฃใฆใใ็พๅจใๆฅๆฌใฏใใซใ ใบๆตทๅณกใฎๅฐ้ทใๆ้คใใใใใซ่ช่ก้ใๆดพ้ฃใใชใใจ่ฟฐในใ
Forwarded from Wolverine ๐ฆ๐บ ๐ฆ๐บ
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BREAKING ๐จ President Trump stuns America by announcing America will re-dedicate itself to God on May 17th 2026
"We're going to rededicate America as one nation under Godโ
CHRIST IS KING ๐
"We're going to rededicate America as one nation under Godโ
CHRIST IS KING ๐
Forwarded from KAORI๐channel (KAORI๐)
โ
ใ่จณใ
้ๅ ฑ ๐จ ใใฉใณใๅคง็ตฑ้ ใ2026ๅนด5ๆ17ๆฅใซใขใกใชใซใ็ฅใธใฎ็ฎ่บซใๅ็ขบ่ชใใใจ็บ่กจใใใขใกใชใซใ้ๆผใใใ
ใๆใ ใฏใขใกใชใซใใ็ฅใฎไธใซใใไธใคใฎๅฝๅฎถใใจใใฆๅ็ฎ่บซใใใใ
ใญใชในใใฏ็ใงใใ ๐
ใ่จณใ
้ๅ ฑ ๐จ ใใฉใณใๅคง็ตฑ้ ใ2026ๅนด5ๆ17ๆฅใซใขใกใชใซใ็ฅใธใฎ็ฎ่บซใๅ็ขบ่ชใใใจ็บ่กจใใใขใกใชใซใ้ๆผใใใ
ใๆใ ใฏใขใกใชใซใใ็ฅใฎไธใซใใไธใคใฎๅฝๅฎถใใจใใฆๅ็ฎ่บซใใใใ
ใญใชในใใฏ็ใงใใ ๐
Forwarded from KAORI๐channel (KAORI๐)
ใ็ฝๅฐ็ญๆ
ๅ ฑ/ใฏใคใใฏใขใใใใผใใ
โป ๆฅๆฌใฎใใฏใคใใใใ็ญใฎๆนใจใณใใฏใทใงใณใๆใคๆนใใใทใงใขใใฆใใใ ใใๆ ๅ ฑใงใใใ่จ็ปใฏๅธธใซๆตๅ็ใงใใใ็พๆ็นใงใฏใใใใ่จ็ปใจใชใฃใฆใใใใ็ตถๅฏพใซใใฎใจใใใซใชใใจใฏ้ใใชใ...ใจใใใใณใทใงใณใงใ่ชญใฟไธใใ
(ไธ้จๅคๆดใๅ ใใฆใใพใ)
--
KAORIใใใใใใฐใใฏ๐
ไปใใพใๆฅๆฌใฎใใฏใคใใใใใฎไธๅฑค้จใฎๆนใใๆ ๅ ฑใใใใพใใ
EBSใ3/20(้ใ๏ธ)ๆฅๅใฎๆฅไบๅฎ(ๆฅ)
ใใฎๆฅใฏใๅฎๅฎๅ ๆฆ๐ใใงใใใใพใ
ไฝใๅฆจๅฎณใใชใใใฐใใใฎๆฅใ ใใใงใ
ๆฅๅ็นใๆทฑๅคใฎ23ๆ45ๅใชใฎใงใใฒใใฃใใใๆฅๅ็นใฎๆ้ใ้ใใฆใใใใ็ฅใใพใใ
ใพใใฏใใขใกใชใซๆ้ใงใใใใ็ฅใใพใใ๐บ๐ธโจ
้่ใทในใใ ใฎQFSใธใฎๅใๆฟใใใใผใทใใฏใคใณใซใ ใQ-phoneใๆๅพ็จใฎ่ฟ้็ญใ โฆ
RVใT5ใฏใEBSๅพใซFOREXใซ่ผใฃใใๅงใพใใพใ
3ๆไธญใซไบคๆใซใชใใใใงใ
โป ๆฅๆฌใฎใใฏใคใใใใ็ญใฎๆนใจใณใใฏใทใงใณใๆใคๆนใใใทใงใขใใฆใใใ ใใๆ ๅ ฑใงใใใ่จ็ปใฏๅธธใซๆตๅ็ใงใใใ็พๆ็นใงใฏใใใใ่จ็ปใจใชใฃใฆใใใใ็ตถๅฏพใซใใฎใจใใใซใชใใจใฏ้ใใชใ...ใจใใใใณใทใงใณใงใ่ชญใฟไธใใ
(ไธ้จๅคๆดใๅ ใใฆใใพใ)
--
KAORIใใใใใใฐใใฏ๐
ไปใใพใๆฅๆฌใฎใใฏใคใใใใใฎไธๅฑค้จใฎๆนใใๆ ๅ ฑใใใใพใใ
EBSใ3/20(้ใ๏ธ)ๆฅๅใฎๆฅไบๅฎ(ๆฅ)
ใใฎๆฅใฏใๅฎๅฎๅ ๆฆ๐ใใงใใใใพใ
ไฝใๅฆจๅฎณใใชใใใฐใใใฎๆฅใ ใใใงใ
ๆฅๅ็นใๆทฑๅคใฎ23ๆ45ๅใชใฎใงใใฒใใฃใใใๆฅๅ็นใฎๆ้ใ้ใใฆใใใใ็ฅใใพใใ
ใพใใฏใใขใกใชใซๆ้ใงใใใใ็ฅใใพใใ๐บ๐ธโจ
้่ใทในใใ ใฎQFSใธใฎๅใๆฟใใใใผใทใใฏใคใณใซใ ใQ-phoneใๆๅพ็จใฎ่ฟ้็ญใ โฆ
RVใT5ใฏใEBSๅพใซFOREXใซ่ผใฃใใๅงใพใใพใ
3ๆไธญใซไบคๆใซใชใใใใงใ
๐3
Forwarded from RVhighlights
โ๏ธ
Bull Theory
@BullTheoryio
๐จTHE $3 TRILLION U.S. CREDIT MARKET IS OFFICIALLY STARTING TO BREAK.
And this is now the third major case in just weeks.
A $33B private credit fund managed by Cliffwater just capped withdrawals after investors tried to redeem 14% of the fund.
The fund allowed only 7% to exit, meaning roughly half of the investors asking for their money back were blocked.
But this is not an isolated event.
First it happened with Blue Owl Capital, which restricted withdrawals from its $14B private credit fund.
Then BlackRock limited redemptions in its $26B HPS Corporate Lending Fund after investors requested $1.2B in withdrawals.
Now Cliffwater is facing the same pressure.
Three large credit funds. Three withdrawal limits. All within a short period of time.
So what is actually happening?
Investors are slowly trying to pull money out of private credit. Economic conditions are becoming more uncertain.
Companies are carrying high debt, borrowing costs are still elevated, and growth expectations are starting to soften.
And these are signs the U.S. consumer is already under pressure.
When consumer finances weaken, corporate revenues eventually slow as well.
And when companies struggle, the first place the stress appears is usually credit markets.
That is why investors are becoming more cautious about private credit funds. Because these funds sit directly in the middle of the corporate lending system.
Private credit has grown into a $3 trillion market, replacing banks as a major lender after the 2008 financial crisis.
Many large projects today, including AI infrastructure, leveraged corporate loans, and private equity deals rely on this funding.
As long as growth remains strong, the system works.
But if economic conditions weaken while investors try to withdraw money at the same time, liquidity pressure starts to appear.
That is why what we are seeing with Blue Owl, BlackRock, and now Cliffwater matters.
It is not just about one fund limiting withdrawals.
It is a signal that the credit system may be starting to feel stress even while the headline economic data still looks strong.
11:36 AM ยท Mar 12, 2026
Bull Theory
@BullTheoryio
๐จTHE $3 TRILLION U.S. CREDIT MARKET IS OFFICIALLY STARTING TO BREAK.
And this is now the third major case in just weeks.
A $33B private credit fund managed by Cliffwater just capped withdrawals after investors tried to redeem 14% of the fund.
The fund allowed only 7% to exit, meaning roughly half of the investors asking for their money back were blocked.
But this is not an isolated event.
First it happened with Blue Owl Capital, which restricted withdrawals from its $14B private credit fund.
Then BlackRock limited redemptions in its $26B HPS Corporate Lending Fund after investors requested $1.2B in withdrawals.
Now Cliffwater is facing the same pressure.
Three large credit funds. Three withdrawal limits. All within a short period of time.
So what is actually happening?
Investors are slowly trying to pull money out of private credit. Economic conditions are becoming more uncertain.
Companies are carrying high debt, borrowing costs are still elevated, and growth expectations are starting to soften.
And these are signs the U.S. consumer is already under pressure.
When consumer finances weaken, corporate revenues eventually slow as well.
And when companies struggle, the first place the stress appears is usually credit markets.
That is why investors are becoming more cautious about private credit funds. Because these funds sit directly in the middle of the corporate lending system.
Private credit has grown into a $3 trillion market, replacing banks as a major lender after the 2008 financial crisis.
Many large projects today, including AI infrastructure, leveraged corporate loans, and private equity deals rely on this funding.
As long as growth remains strong, the system works.
But if economic conditions weaken while investors try to withdraw money at the same time, liquidity pressure starts to appear.
That is why what we are seeing with Blue Owl, BlackRock, and now Cliffwater matters.
It is not just about one fund limiting withdrawals.
It is a signal that the credit system may be starting to feel stress even while the headline economic data still looks strong.
11:36 AM ยท Mar 12, 2026