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Blue Owl redemption spike in private credit

April 3, 2026The Kobeissi Letter

The Kobeissi Letter says Blue Owl saw a $5.4B jump in redemption requests, framing it as stress in private credit and tech-lending liquidity.

BREAKING: Private credit giant Blue Owl Capital was struck with a "mammoth" $5.4 billion increase in redemption requests in Q1 2026, per FT.
Withdrawal requests at Blue Owl's tech-lending fund have surged to 40.7% per cent of the fund’s $3B value
The Kobeissi Letter
privatecreditliquidityrisk

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