Wall Street ponders what happens to booming private credit market when you-know-what hits the fan

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The CEO of one of the largest private-credit firms defended the industry and how it will act in times of stress.

The explosion of private credit has been met with a whole host of concerns, but among the louder ones more recently is that the industry has not experienced a downturn at scale. And therefore, what does that mean for borrowers when there's some kind of crisis?

"A lot of those folks who took private-credit loans will be stranded when hits the fan," Dimon said. "Banks tend to work with the borrower and the middle-market loan in the crisis…in the mark-to-market world of private credit, they have to, as a fiduciary, book it at par." "These assets are going onto the balance sheets of companies that are not highly levered and that do not finance themselves with short-term liabilities or customer deposits," Ressler said.looked at default rates in private credit and how they compare with loans made by traditional banks . Citing KBRA DLD data, the Fed showed, "despite seniority in debt structure, private-credit loans have relatively low recovery rate upon default compared to syndicated loans or HY bonds.

The Fed attributes some of that gap to private credit exposure being more tilted to sectors with lower collateralizable or tangible assets, like software, financial services or healthcare services.

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