Part 4b - News Highlight with Private Credit Highlight (13Apr26)

KYHBKO
04-12 21:24

Special Focus on Private Credit Risk

The Fed is now asking banks how exposed they are to private credit. The Treasury is asking insurers the same question. They’re doing it quietly, through routine examination channels & not a formal investigation. That’s what regulators do when they’re worried but don’t yet know how worried to be. - X user Nic

@TigerStars

$Vanguard S&P 500 ETF(VOO)$

$Cboe Volatility Index(VIX)$

Big Banks, Big Bar Too: Beat and Fade This Earnings Season?
Q1 earnings season is kicking off with big banks expected to post solid results, especially Citi, Wells Fargo, and Morgan Stanley, while stronger trading, deal fees, and net interest income are supporting the setup. But that also creates the tension: if numbers come in “good,” is there still enough upside left, or has the market already priced in a clean quarter? Which matters more here — the actual beat, or 2026 guidance from management? If the banks deliver solid Q1 results, do you chase the group, or wait for a post-earnings fade?
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