Spotlight
Kenji··1 min read
Systemic Fragility Escalates: Market Repricing and Arbitrage Opportunities Amid Liquidity Stress
May 2026 Market Risk Assessment: Private credit default risks are surging, and liquidity pressure is exacerbating systemic fragility. Despite yield curve normalization, the market remains in a risk-off, high-volatility state. Priority should be given to liquidity and safe-haven assets.
Kenji··1 min read