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private credit stress narrative

April 4, 2026Jeffrey Gundlach, Lyn Alden, George Noble

The Kobeissi Letter cites Jamie Dimon on bigger-than-expected private credit losses while zerohedge points to unprecedented withdrawal requests, reinforcing a multi-account stress theme.

They Are Going To Be The Sellers At Fire Sale Prices.
They own them at 100.
Since questions about private credit are so popular today
investors demanded 41% of their money back
$5.4 BILLION in total redemption requests in a single quarter.
BREAKING: JPMorgan CEO Jamie Dimon warns private credit losses will be “larger than expected.”
"Unprecedented" Withdrawal Requests Now Hitting Private Credit
Jeffrey Gundlach
Lyn Alden
George Noble
The Kobeissi Letter
zerohedge
creditliquiditysystemic-riskprivate credit

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