Laura Noonan — Global Finance Reporter, Bloomberg (1 trade idea)

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Date Ticker Direction Thesis Source
Feb 16, 2026 WATCH Regulators are concerned about "unseen ties between private credit and banks" ($2.2 Trillion in lending commitments). However, there is a "move towards deregulation." The sector is growing rapidly and deregulation fuels it further, but the opacity creates "tail risk." If regulators cannot see the leverage, a shock could be systemic. WATCH. The deregulation trend is bullish for profitability in the short term, but the systemic risk is rising. A credit event revealing hidden leverage that triggers a regulatory overreaction. Bloomberg Markets
Memory Chip Shortage is Global Crisis in the ...