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Bloomberg Businessweek Weekend - May 15th, 2026 | Bloomberg Businessweek, Sonic AI
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Bloomberg Businessweek Weekend - May 15th, 2026 | Bloomberg Businessweek
Bloomberg Businessweek
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May 16, 2026
•
39:30
Interview
Bloomberg Businessweek Weekend - May 15th, 2026 | Bloomberg Businessweek
From
Bloomberg Businessweek
Carol Massar
(Bloomberg Businessweek anchor and financial…)
•
Tim Stenovec
(Host, Bloomberg Businessweek Daily)
•
Jeffrey Gundlach
(Co-Founder, CEO & CIO, DoubleLine Capital)
•
Michael Gross
(Guest)
•
Bill Rauch
(Guest)
•
James Crombie
(Guest)
•
Denise Polonis
(Guest)
•
Jaylen Levingston
(Guest)
•
Chris Rouser
(Editor-at-Large, Bloomberg Pursuits)
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Executive Summary
Private credit markets are showing significant signs of stress, including a surge in redemption requests, substantial asset markdowns, and negative returns for BDCs, drawing comparisons to the 2007 pre-crisis environment.
Software loans, a significant component of many private credit portfolios, are identified as a key area of vulnerability with substantial downside risk, contributing to NAV write-downs.
Consumer spending is under pressure, particularly among lower-income households, due to rising inflation in essentials like gas and groceries, leading to trade-down behaviors like at-home hair coloring.
Despite some corporate resilience and strategic pivots, the macroeconomic backdrop of persistent inflation has diminished expectations for a Federal Reserve interest rate cut later in the year.
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Cracks in Private Credit
Software Loan Vulnerabilities
12
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Transcript
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Processed May 16, 2026
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