Goldman's Mark Notman argues AI is the most transformative tech in decades, with their Anthropic partnership deploying engineers to portfolio companies. On private credit, he separates fundamental risk from retail liquidity fears: credit standards have loosened since 2008 but fundamentals remain strong, with non-accrual rates at ~50bps vs BDC average 200-250bps. New senior secured deals are signing at 10% yields, up from recent lows, driven by reduced retail flows. Institutional demand stays robust, but buyers must understand illiquidity.
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9.0
Investment Bank $2500.00B
Mark Notman 9.0
Investment Bank $2500.00B
Mark Notman 9.0
5/5/2026 1:43:30 AM
yields
Yields have already gone up. New deals are signing at 10% for senior secured leverage.
| 4/20/2026 7:09:00 AM | medium term up | 20 days later | +2.75% | +2.75% |
| 3/4/2026 2:04:00 PM | short term up | 5 days later | -0.24% | -0.24% |
| 2/12/2026 6:36:08 PM | medium term cautious down | 20 days later | +2.22% | -1.11% |
| 1/30/2026 6:19:23 AM | medium term cautious down | 21 days later | -5.75% | +2.88% |
| 12/9/2025 6:20:53 PM | medium term cautious down | 20 days later | -0.82% | +0.41% |
| 11/28/2025 6:04:11 PM | medium term down | 21 days later | +1.78% | -1.78% |
| 11/13/2025 8:45:53 PM | short term down | 5 days later | -0.36% | +0.36% |
| 11/7/2025 7:28:39 PM | medium term cautious down | 21 days later | -0.34% | +0.17% |
| 10/29/2025 5:37:32 PM | medium term cautious down | 20 days later | +0.98% | -0.49% |
| 10/28/2025 6:42:40 PM | medium term cautious down | 20 days later | +1.60% | -0.80% |
| 10/28/2025 1:59:32 PM | short term cautious down | 5 days later | +1.18% | -0.59% |
| 10/24/2025 6:55:30 PM | medium term cautious down | 21 days later | +3.40% | -1.70% |
| 10/15/2025 9:58:39 AM | medium term cautious down | 20 days later | +4.55% | -2.28% |
| 10/7/2025 1:51:58 PM | short term up | 5 days later | -1.89% | -1.89% |
| 9/29/2025 2:12:26 PM | short term cautious down | 6 days later | +0.34% | -0.17% |
| 9/16/2025 4:19:00 PM | medium term cautious down | 20 days later | +1.25% | -0.63% |
| 9/11/2025 1:30:06 AM | short term cautious down | 5 days later | +0.37% | -0.18% |
| 9/9/2025 10:35:22 PM | short term cautious down | 5 days later | +0.05% | -0.02% |
| 9/5/2025 6:25:27 PM | medium term cautious down | 21 days later | +2.35% | -1.17% |
| 9/3/2025 7:20:32 PM | short term cautious down | 5 days later | -2.44% | +1.22% |
| 9/2/2025 1:47:03 PM | short term sharp up | 5 days later | -3.92% | -5.88% |
| 8/12/2025 11:12:01 PM | short term cautious down | 5 days later | +2.43% | -1.22% |
| 8/6/2025 7:05:41 PM | medium term cautious down | 20 days later | -0.14% | +0.07% |
| 8/1/2025 6:12:49 PM | short term down | 7 days later | +1.74% | -1.74% |
