Private Credit Goes From Bad To Worse! Apollo Just Gave Investors Only 45% Of Requested Withdrawals. BlackRock, Morgan Stanley, And Blue Owl Are Doing The Same Thing. Moody’s Just Downgraded A Massive Private Credit Fund!

Wall Street crisis spreads as shadow bank blocks withdrawal Apollo and BlackRock Cap Withdrawals — $1.8 Trillion Private Credit Market Under Real Stress Apollo Global Management capped investor redemptions at one of its largest non-traded private credit funds, Apollo Debt Solutions. According to a shareholder letter, it capped redemptions at 5% of outstanding shares after …

READ MORE

Apollo casually predicting ZERO returns for the S&P 500 over the coming DECADE.

have fun staying poor Apollo casually predicting ZERO returns for the S&P 500 over the coming DECADE. pic.twitter.com/2XGjshRVLf — Compound248 💰 (@compound248) December 11, 2025 $apo Private credit is moving capital from an over-priced market, concentrated around seven stocks to first lien risk at long-term equity returns. pic.twitter.com/y2o2pFLZnY — 3:10 Value (@310Value) December 10, 2025

Big warning from Apollo. Big danger for “business as usual.”

Jim Zelter’s warning hit hard because he was not talking about a normal slowdown. He was describing the kind of break that wipes out entire business models and leaves companies with no way back. He spoke calmly, but the message underneath was anything but calm. “I think you’re going to get more secular distress than …

READ MORE

Central banks pulled liquidity, and Apollo sees a 40% chance of rate hikes next year. Commodity prices are surging, with the CRB Index hitting its highest level in 14 years

Central banks have just engineered the worst crisis we've ever seen and now it's ready to go. By pulling the liquidity rug away they've set the stage for another crisis, all that's needed is the trigger/narrative. https://t.co/2RhyVZhH5c pic.twitter.com/tas2TgrN22 — Financelot (@FinanceLancelot) January 6, 2025 There goes the 10 year yield, climbing its way into the …

READ MORE

Now I am worried: “The probability of a US recession materializing in 2025 is 0%, according to a Monday note from Torsten Sløk, the chief economist at Apollo.”

pic.twitter.com/AjAiL7vFzA — Saw Chuck (@Saw_Chuck2023) December 25, 2024 RCH Fed: manufacturing contracts again in Dec w/ employment, new orders, and shipments all falling; although firms expect significantly better conditions 6 months from now, the sector is currently still hemorrhaging: pic.twitter.com/WQrxj4k76c — E.J. Antoni, Ph.D. (@RealEJAntoni) December 26, 2024 🚨🇺🇸BIDEN CAUGHT LYING ABOUT THE LABOR MARKET…AGAIN …

READ MORE

Apollo warns inflation rising again, predicts potential 1970s repeat with Fed rate cuts. Enjoy your rate cut this week. There might not be another one for a long time.

Enjoy your rate cut this week. There might not be another one for a long time. pic.twitter.com/Z04lWsu2Tn — QE Infinity (@StealthQE4) December 16, 2024 This is what “sticky” inflation looks like. pic.twitter.com/zcKIeq34a2 — QE Infinity (@StealthQE4) December 16, 2024 Yields on 10-year Treasuries rose about a quarter of a percentage point last week, the biggest …

READ MORE

“Despite surveys showing that the consensus is expecting a soft landing, rates markets are pricing in a full-blown recession.” – Apollo Slok

There’s a reason why the big boys have been selling and holding cash. The market may not correct right away but when it bottoms it will take years to recover. The difficulty will be determining when the bottom is in. — JettBlast (@JettBlast00) September 18, 2024 8/ The Fed cuts rates in response to economic …

READ MORE

Apollo Sløk questions AI’s impact on outsourcing, noting stable unemployment in the Philippines and India.

"If AI is having such a profound impact on call centers, telemarketing, and other business process outsourcing jobs, then unemployment in the Philippines and India should be moving higher. But that is not what the data is showing." – Apollo Sløk pic.twitter.com/zkPGelkn6B — Daily Chartbook (@dailychartbook) September 4, 2024

Economic sentiment is dropping; insiders are unloading shares; Apollo warns of bubble.

"Economic sentiment decreased over the last two weeks, falling for the third consecutive reading to its lowest point since December."@CivicScience pic.twitter.com/v2YdpW12w1 — Daily Chartbook (@dailychartbook) March 14, 2024 Economic sentiment has been on a downward trend lately, taking a hit over the last couple of weeks. And guess what? Insider selling is at the forefront …

READ MORE

SEC collects Wall Street’s private messages as WhatsApp probe escalates. The firms include Carlyle Group, Apollo Global Management, KKR & Co, TPG, and Blackstone, as well as some hedge funds, including Citadel

https://web.archive.org/web/20230925112719/https://www.reuters.com/technology/sec-collects-wall-streets-private-messages-whatsapp-probe-escalates-sources-2023-09-25/ NEW YORK, Sept 25 (Reuters) – The U.S. securities regulator has collected thousands of staff messages from more than a dozen major investment companies, escalating its probe into Wall Street’s use of private messaging apps, said four people with direct knowledge of the matter. Previously, the Securities and Exchange Commission (SEC) had asked the …

READ MORE

Apollo Global Management chief economist Torsten Slok: “Since SVB collapsed, the Fed has been adding liquidity, and the S&P 500 is up more than 10%. The high correlation between Fed net QE and the S&P 500 seen in the chart below suggests that Fed liquidity is a crucial driver of the stock market,”

by Dismal-Jellyfish Source: https://www.marketwatch.com/story/this-incredible-chart-shows-the-close-relationship-between-the-s-p-500-and-fed-liquidity-166542a7 Earnings, schmearnings. Is what really matters just liquidity? This incredible chart, from Apollo Global Management chief economist Torsten Slok, shows the close relationship between S&P 500 SPX, -0.37% performance and net Federal Reserve quantitative easing (QE) since the pandemic began. Here, Fed QE is defined as the Fed’s total assets minus the balance of the …

READ MORE

Uh-oh! It looks like you're using an ad blocker.

Our website relies on ads and the generous support of readers like you to keep delivering free, high-quality content. Right now, we are facing serious funding challenges and we need your help more than ever. Disable your ad blocker and this message will vanish. You can also sign up for a membership to enjoy an ad-free experience while supporting our work: https://citizenwatchreport.com/plans/subscriptions/ Your support helps us stay independent, continue our work, and keep content free for everyone. We truly appreciate your understanding and thank you for standing with us.