Money costs more, and private credit investors are queuing to get out.

Three shifts will shape finance balance sheets for two years: rising rates, a liquidity squeeze in private credit, and a federal rulebook for stablecoins. Each one moved money or rules between August and October.

The CEO page · three shifts, what they mean, what to decide

01Rates

Both the Fed and the ECB are raising rates again.

02Liquidity

Private credit now shows up in official data, and its investors want out.

03Payments

Dollar stablecoins get a federal rulebook in January.

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