The Vault · 2026-04-02 13:57:14 · Bloomberg Markets
The Reserve Bank of India's aggressive clampdown on rupee speculation has triggered significant market dislocation, straining the banking system and raising questions about the trade-offs of currency defense. The central bank's directive, aimed at curbing volatile bets against the rupee, has inadvertently disrupted nor...
The Vault · 2026-04-06 22:26:59 · Bloomberg Markets
While a wave of redemptions hits the private credit market, Goldman Sachs Group Inc. reports its $15.7 billion fund has remained largely insulated. The bank credits its reliance on 'stickier, more patient' institutional capital, rather than wealth management clients, for allowing it to narrowly escape the broader exodu...
The Vault · 2026-04-20 18:52:35 · Bloomberg Markets
A significant pricing disconnect has emerged in global markets, with US Treasuries failing to reflect the same geopolitical calm priced into other major asset classes. According to Bank of America strategists, Treasury yields remain elevated, still pricing in a risk premium for a potential Middle East war that equities...