Tag: Iran War

The Fed raised rates by 25bps on 16 September to 3.75–4.00%, its first increase since 2023, and more are likely. The vote was unanimous, and the median projection points to one more hike this year. In a break from precedent, the Fed is hiking in response to energy-driven inflation it would normally look through, a sign that officials now worry prolonged high energy prices will feed into broader inflation…

Private credit was one of the fastest-growing sources of non-bank financing in the Middle East through 2024 and 2025, with the regional market growing at an estimated 15-30% annually. That trajectory paused following the regional conflict that began in early 2026.

While underlying corporate fundamentals have remained resilient, institutional risk perceptions have changed. The subsequent ceasefire initially offered a potential turning point, but renewed strikes and continued uncertainty have kept investors cautious.

Private credit underwrites a three- to five-year forward view. A durable recovery therefore requires more than an announced cessation of hostilities…