Friday Workout - Temper Taper Trap, Ever Tether, Lars’ Heavy Water experiment

Oversupply haunts China's recovering real estate — Property sector analysis

Unlock 9fin’s China Real Estate Sector Deep Dive: developer tiering across green/yellow/red credits, oversupply and pricing dynamics, restructuring pathways and recovery signals, and a detailed look at office, residential, and retail market pressures across tier-1 cities.

Private credit can’t have the best of both worlds anymore

One silver lining of the recent turbulence in private credit should be that people come to understand capital markets better.

LatAm Weekly — The stakes are high for Raízen’s restructuring

Forged docs, double-pledging and misappropriation of funds… MFS allegations pile up

Court documents obtained by 9fin shed new light on the schemes allegedly used by Paresh Raja, the director of collapsed UK bridging lender Market Financial Solutions, to defraud institutional and high-net-worth funders — including loans to companies secretly controlled by Raja, forged loan documents, and double-pledged collateral.

Asia weekly — Bond yields spike on crude, China keeps primary busy

US IG Wrap — Amazon, Salesforce, Airbnb, Honeywell drive record breaking week