BLOOMBERG Bloomberg July 3, 2024
Claire overnight financing that are levered to treasuries. The nonbank space is large. Alix when it shakes out does the regulator shift to them . Ubs thinks the default rates will peak in the private market. That tells you there is a significant amount of stress there. That 10 might not break the bank. But if you get through that 10 default rate, how much money do you really lose . Estimate question. Guy so his conviction call about the restructuring of the market. How big is the opportunity, ho...
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