Following my recent article Private Credit at a Crossroads - What leaders are warning, there has been further criticism in the media. If You ask me: Private credit is under scrutiny. Defaults are...
Recent warnings about private credit are not coming from commentators. They are coming from the lending industry itself. According to Fitch Ratings, U.S. private-credit default rates are approaching...
A recent projection by Juniper Research forecasts that non-financial sector spending on KYC and KYB systems will grow from $10.9 billion in 2026 to $22.5 billion by 2030 — expanding three times...
Dario Amodei, the CEO of Anthropic and a prominent AI researcher, has published an essay titled 'The Adolescence of Technology' in January 2026. In it, he examines the risks associated with the...
Heard at Davos, History in Context: Dario Amodei on Software Automation — Then, Now, and What It Means for Financial Services & Credit Information At this year’s World Economic Forum in...
The unfolding collapse of First Brands Group is no longer just about a failed borrower. It is a stress test of the private credit model itself. What started as a private-credit financing story has...
Dear Colleagues and Friends, As we approach the end of the year, it seems appropriate to pause and reflect on how profoundly technology continues to reshape our industry—and, more broadly, human...
Introduction The Q3 “risk-off” pattern we outlined (tight/uneven business credit, cautious bank posture, and rising stress in selected markets) still holds — but TransUnion’s new 2026 U.S. consumer...
Enter AI and Cyberwarefare on the battle field and quickly a new form of warfare emerges. Such a new war is now being fought in the Ukraine. Preamble: Business strategists are watching with...