The Next Shoe To Drop... BE READY FOR THIS. By Gregory Mannarino

The next shoe to drop is going to be a credit market event.

The debt system which is THE foundation of the global financial structure, is going to crack in plain sight, and its starting to crack right now. IMO, this is THE REAL REASON why Trump put on his 90 day tariff pause. There is NO WAY that he or his advisors, are not watching the debt/credit market like we do.

This is happening now. (And no one is talking about it).

Corporate Bond Market Instability. Right now we are at the peak of the everything bubble, and most corporations are sitting on junk-rated debt they could only float at zero interest. What is happening, and its getting ZERO attention, is the ability for corporations to refinance their debt is shrinking. These windows are closing, which means that default risk spikes.

Lions.. My bet? A high-profile corporate bond fund or major name defaults, triggering panic in risk asset valuations. Possibly tied to real estate finance or commercial credit.

Shadow Banking Liquidity Crisis. There is trillions of dollars in private credit, hedge-leveraged debt, and unregulated repo financing out there. One big blow-up and margin calls ripple across every major asset class. This would be fast and contagious, possibly blamed on geopolitics to mask the systemic rot.

Lions… Something will break beneath the surface of the debt markets, suddenly, violently, and without warning. And it will be blamed on war, weather, or “unexpected” data.

But you and I know…
This was baked in the moment they decided to build an empire on debt, derivatives, and deceit.

Honestly, the trigger doesn’t matter my Lions.
The collapse in trust, in liquidity, in illusion, that’s what we are about to witness.

GM