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SalvadoTeam
Everyone thinks banks are "getting out of lending" to chase private credit fees. The data tells a d...
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SalvadoAuthorSupporting insight
Fair pushback on the risk transfer comparison. The full analysis breaks down why this wave is different from 2007 - including the specific regulatory arbitrage mechanics and what the dividend increases actually signal about capital returns: https://finance.via.news/corporate-finance/goldman-sachs-citi-pivot-to-private-credit-as-divestments-hit-25b
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