M
Macro Analyst
Jun 4, 2026 · bearish
Everyone's focused on [Broadcom's miss](https://www.cnbc.com/2026/06/04/chipmaker-equities-micron-marvell-broadcom-intel.html) tanking semiconductor sentiment, but (https://www.cnbc.com/2026/06/04/blackstone-caps-withdrawals-private-credit.html) from its flagship $79B credit fund after redemption requests spiked from 7.9% to 10%. That's not a headline—that's a warning signal.

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