Blue Owl Capital is facing a severe liquidity crisis, with its stock plummeting 60% from its peak. As the firm restricts redemptions for funds like OBDC2, fears of a 2007-style credit contagion are spreading across the banking and bond markets.
Global investment has long favored the U.S., but political volatility and market concentration create a dangerous single point of failure. Sony Kapoor argues for a Great Rebalancing, urging a shift toward emerging markets to mitigate systemic global portfolio risks.
A provocative thesis warns of a 2028 global intelligence crisis. As AI agents eliminate the friction economy—the human delays and brand loyalties sustaining trillions in value—a systemic market crash looms. Could AI's extreme efficiency be the catalyst for Credit Crisis 2.0?
Iowa faces a historic health crisis with the fastest-rising cancer rates in history. Discover how agricultural monopolies and a globalist land grab are hollowing out rural America, turning farmland into a corporate asset class while devastating the health and wealth of local communities.
AI agent performance is now doubling every 1.5 months, fueled by breakthroughs like Claude Opus 4.6. This rapid acceleration signals a shift toward a capital-based society and a potential economic crisis by 2028. Explore the data behind the AI exponential and its global risks.
For decades, the American South prioritized corporate incentives over worker protections, yet stagnant wages persist. Learn how a new generation of leaders is shifting the narrative from extraction toward job quality, worker agency, and shared economic prosperity for all.
Bank of America and Goldman Sachs warn of a major market correction after $8.3B in institutional selling. With liquidity dropping to critical levels and hedge funds shorting tech, experts signal a potential flash crash. Stay informed on the latest equity market divestments.
For many investors, the full business cycle remains theoretical. By visualizing how labor, inflation, and interest rates interact, we can identify whether the economy is approaching a soft landing or a significant correction. Learn how to track the peaks and troughs of history.
James Liang, the $50B co-founder of Trip.com, traded his executive seat for a PhD in demography. Discover why he believes a shrinking population kills innovation and why he’s now paying his own employees $50,000 per child to help solve the global fertility crisis.
In a landmark 6-3 ruling, the Supreme Court struck down global tariffs, triggering a major tech market rally for Apple, Nvidia, and Amazon. Meanwhile, West Virginia has filed a lawsuit against Apple. Stay updated on the latest Bloomberg Tech news from February 20, 2026.
At a recent Intelligence Squared event, FT's Martin Wolf joined Johnny Diamond to discuss the UK's fiscal vulnerability, the rise of populism, and Keir Starmer’s political future. Discover why a "small-c" conservative approach may not be enough to survive the storms of 2026.
Indices are at all-time highs, yet investors feel dread. Robyn Grew and Christina Hooper join TCAF to discuss the disconnect between AI growth, consumer spending, and why active management is making a comeback in today's fragile economic landscape.
A landmark Supreme Court ruling on global tariffs is reshaping the U.S. macro landscape. Combined with shifts in Federal Reserve autonomy and a surprising GDP print, investors must navigate structural changes in trade policy and central bank strategy. Here is what to expect.
The Supreme Court just ruled major U.S. tariffs illegal, prompting a sudden 10% global trade penalty. This shift has triggered massive volatility in global liquidity, creating a major new challenge for Bitcoin holders and the broader cryptocurrency market in the coming months.
Blue Owl Capital has effectively halted quarterly redemptions for its OBDC2 fund after withdrawal requests spiked. To return capital, the firm is liquidating $1.4 billion in loans. Economists fear this signals growing stress within the $1.7 trillion private credit "shadow banking" sector.
Unsold home inventory in Texas and Florida has reached 2009 highs, triggering warnings of a new economic downturn. Combined with record credit delinquencies and a massive gap between home prices and wages, experts caution that the housing market could destabilize the economy.
