THE REFERENCE DESK · SOURCES
Follow the evidence.
Explore the public references and research resources collected for our 28 financial topics. Article citations identify the particular releases used in a report; this directory provides a wider starting point.
Written by American Business Capital Group · Catalog compiled 2026-10-06 · Expanded 2026-10-07 · Data timing & update policy →
Expanded from the combined source catalog on October 7, 2026: all six sheets and the 11 linked Gemini conversations were reconciled with the directory. Coverage of the 28 original Financial Markets chats was reviewed on October 6. Research-use descriptions reflect the collected source catalog; each entry separately identifies its review status.
Whole catalog · before filters
- All references
- 4,897
- Financial references
- 2,405
- General research directory
- 2,492
Financial references include topic-guide sources, research sources and earlier citations. A reviewed status applies to the selected page and stated scope; it does not verify every claim or make its data current. Recorded references have not been independently reviewed for this catalog; historical references retain their stated period. General directory entries are research tools. A topic association is a research connection, not a claim of specialist coverage.
55 matching references · Showing 1–50
- https://www.bain.com/
Bain & Company Global Private Equity Report (opens in a new tab)
Recorded referenceResearch use: Industry benchmark analyzing capital deployment trends, deal velocity, and fund return metrics.
- Private Credit and Non-Banking Financial Intermediation (NBFI)
Research source
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.bain.com/insights/outlook-gaining-traction-global-private-equity-report-2026
bain.com — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.bain.com/insights/topics/global-private-equity-report
bain.com — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.bankofengland.co.uk/financial-policy-committee-record/2026/september-2026
Bank of England FPC record, September 2026 (opens in a new tab)
Recorded referenceEarlier recorded reference · Newspaper citation
Avoiding Financial Calamity · Fiscal Governing Bodies · Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.bankofengland.co.uk/financial-stability/boe-system-wide-exploratory-scenario-exercise/publication-of-the-stress-scenario-for-the-private-markets-system-wide-exploratory-scenario
BoE private-markets stress scenario publication (opens in a new tab)
Recorded referenceNewspaper citation
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.bdcs.com/
Research use: BDC research on portfolio leverage and interest coverage; CWBDC daily price-to-NAV ratios and dividend yields.
- Private Credit and Non-Banking Financial Intermediation (NBFI)
Research source
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.cliffwaterdirectlendingindex.com/about
Cliffwater Direct Lending Index (CDLI) (opens in a new tab)
Recorded referenceResearch use: Asset-weighted index tracking the performance, yields, and realized/unrealized gains of ~23,000 U.S. middle-market loans.
- Private Credit and Non-Banking Financial Intermediation (NBFI)
Earlier recorded reference · Research source
Alternative Asset Classes · Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.cliffwaterdirectlendingindex.com/
Earlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.federalreserve.gov/publications/financial-stability-report.htm
Federal Reserve Financial Stability Report (opens in a new tab)
Recorded referenceResearch use: Assesses leverage, borrowing, and funding risks across non-bank financial intermediaries.
- Private Credit and Non-Banking Financial Intermediation (NBFI)
Research source
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.federalreserve.gov/publications/2026-may-financial-stability-report-funding-risks.htm
Federal Reserve May Financial Stability Report: funding risks (opens in a new tab)
Recorded referenceEarlier recorded reference · Newspaper citation
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.federalreserve.gov/financial-stability.htm
Federal Reserve — Financial stability (opens in a new tab)
Recorded referenceGuide reference
Avoiding Financial Calamity · Private Credit and Non-Banking Financial Intermediation (NBFI) · Real Estate & Commercial Property Debt (CRE)
- https://www.fsb.org/2024/12/global-monitoring-report-on-non-bank-financial-intermediation-2024
Financial Stability Board (FSB) Non-Bank Monitoring (opens in a new tab)
Recorded referenceResearch use: Tracks systemic leverage and interconnectedness across non-bank entities.
- Private Credit and Non-Banking Financial Intermediation (NBFI)
Research source
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.finra.org/finra-data/fixed-income
FINRA — Fixed income data (opens in a new tab)
Selected page reviewedResearch use: Fixed-income market data, including TRACE information. Public aggregates and transaction products differ in instrument coverage, publication frequency and access requirements.
Also listed as: FINRA Fixed Income Market Data · FINRA TRACE
- Stock Exchanges
- Debt & Fixed Income Markets
Guide reference · Research source · Methodology reviewed
Debt & Fixed Income Markets · Pooled Investment Vehicles · Private Credit and Non-Banking Financial Intermediation (NBFI) · Stock Exchanges
Public aggregates and subscription transaction feeds have different coverage and frequencies. The public Treasury aggregate series is not a universal real-time trade or quote feed.
Page checked . This is a source-review date, not a data observation time.
- https://www.fsb.org/work-of-the-fsb/financial-innovation-and-structural-change/non-bank-financial-intermediation
FSB — Non-bank financial intermediation (opens in a new tab)
Recorded referenceGuide reference · Newspaper citation
Alternative Asset Classes · Fiscal Governing Bodies · Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.fsb.org/2025/12/global-monitoring-report-on-nonbank-financial-intermediation-2025
fsb.org — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.fsb.org/uploads/P161225.pdf
fsb.org — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://ilpa.org/industry-guidance
ILPA — Industry guidance and reporting standards (opens in a new tab)
Recorded referenceGuide reference
Alternative Asset Classes · Private Credit and Non-Banking Financial Intermediation (NBFI) · Private Market Offerings
- https://ilpa.org/resources-tools/resource-library/nav-based-facilities-guidance
ilpa.org — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://ilpa.org/wp-content/uploads/2024/07/ILPA-Guidance-on-NAV-Facilities-2024.pdf
ilpa.org — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://ilpa.org/
Research use: Policy guidelines and transparency requirements regarding fund-level leverage and NAV facilities.; Private Equity Performance Guidelines & LP Standards
Also listed as: ILPA
- Private Credit and Non-Banking Financial Intermediation (NBFI)
- Alternative Asset Classes
Research source
Alternative Asset Classes · Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.investor.gov/introduction-investing/general-resources/news-alerts/alerts-bulletins/investor-bulletins/investor-bulletin-interval-funds
investor.gov — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.jefferies.com/
Jefferies Global Secondary Market Review (opens in a new tab)
Recorded referenceResearch use: Benchmark data on LP stake pricing discounts, transaction volumes, and secondary market liquidity.
- Private Credit and Non-Banking Financial Intermediation (NBFI)
Research source
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.jefferies.com/insights/leadership-spotlight/2025-global-secondary-market-review-another-record-breaking-year
jefferies.com — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.privatecredit.kbra.com/publications/RfnNrYxp/kbra-releases-research-private-credit-middle-market-monthly-pulse-august-2026
KBRA August middle-market pulse (opens in a new tab)
Recorded referenceEarlier recorded reference · Newspaper citation
Private Credit and Non-Banking Financial Intermediation (NBFI) · Private Credit Sub-Sectors
- https://www.kbra.com/
KBRA Commercial Mortgage Research (opens in a new tab)
Recorded referenceResearch use: Detailed credit rating commentary and cash-flow stress analytics on CMBS/CRE portfolios.; Credit Ratings & Research for specialty finance and private ABF; Direct Lending Default Studies for loss-given-default and recoveries.
Also listed as: KBRA Credit Ratings & Research; Direct Lending Default Studies
- Real Estate & Commercial Property Debt (CRE)
- Private Credit and Non-Banking Financial Intermediation (NBFI)
Research source
Private Credit and Non-Banking Financial Intermediation (NBFI) · Real Estate & Commercial Property Debt (CRE)
- https://www.kbra.com/publications/MShyJbnG/private-credit-recurring-revenue-loan-metrics-dashboard-q2-2026?format=web
KBRA recurring-revenue dashboard Q2 (opens in a new tab)
Recorded referenceEarlier recorded reference · Newspaper citation
Private Credit and Non-Banking Financial Intermediation (NBFI) · Private Credit Sub-Sectors
- https://www.kbra.com/publications/sLNsBJxZ/kbra-assigns-ratings-to-wingspire-equipment-finance-2026-1-llc
KBRA Wingspire Equipment Finance 2026-1 ratings (opens in a new tab)
Recorded referenceEarlier recorded reference · Newspaper citation
Private Credit and Non-Banking Financial Intermediation (NBFI) · Private Credit Sub-Sectors
- https://www.kbra.com/publications/nGfSyykg/u-s-auto-loan-abs-indices-august-2026?format=web
kbra.com — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.kbra.com/publications/xWTjZCFB/kbra-affirms-ratings-for-blackrock-private-credit-fund
kbra.com — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.kbra.com/sectors/abs/publications
kbra.com — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.kbra.com/sectors/abs/publications?filterText=solar&pageNumber=1&sortField=Date&subtype=Index+Report
kbra.com — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.lincolninternational.com/services/valuations-and-opinions/data-insights-indices/indices
Lincoln International Private Market Index (LPMI) (opens in a new tab)
Recorded referenceResearch use: Quarterly index measuring the actual enterprise values and EBITDA multiples of private mid-market companies.
- Private Credit and Non-Banking Financial Intermediation (NBFI)
Research source
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.lincolninternational.com/news/sp-dow-jones-indices-lincoln-international-senior-debt-index-series-expansion
lincolninternational.com — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.lincolninternational.com/publications/research-indices/q2-2026-lincoln-private-market-index
lincolninternational.com — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://nvca.org/pitchbook-nvca-venture-monitor
nvca.org — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://pacer.uscourts.gov/
pacer.uscourts.gov — recorded reference (opens in a new tab)
Recorded referenceResearch use: Retrieve federal docket entries and filings; Find federal court cases and filings.
Also listed as: PACER · Pacer database · pacer.uscourts.gov
- Legal & Court Records
Earlier recorded reference · Research directory
M&A + Buy/Sell Signaling · Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://pitchbook.com/
PitchBook (opens in a new tab)
Recorded referenceResearch use: PE holding periods, fund lifecycles, debt maturities and valuation history; VC valuations, deal structures, fund performance and PE transactions; Venture debt deals, warrant terms and fundraising cycles; Private Debt Reports on deal leverage and debt-service trends.
Also listed as: PitchBook Venture Capital & Private Credit Research; Private Debt Reports
- M&A + Buy/Sell Signaling
- Private Market Offerings
- Private Credit and Non-Banking Financial Intermediation (NBFI)
- Alternative Asset Classes
Research source
Alternative Asset Classes · M&A + Buy/Sell Signaling · Private Credit and Non-Banking Financial Intermediation (NBFI) · Private Market Offerings
- https://pitchbook.com/tag/venture-monitor
pitchbook.com — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.preqin.com/data/private-equity
Preqin Global Private Capital Database (opens in a new tab)
Recorded referenceResearch use: Real-time data on global private market dry powder, fund raising, and uncalled commitments.
- Private Credit and Non-Banking Financial Intermediation (NBFI)
Research source
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.preqin.com/insights/global-reports/private-equity-in-2026
preqin.com — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.proskauer.com/report/proskauers-private-credit-default-index-reveals-rate-of-273-for-q1-2026
Proskauer Private Credit Default Index (opens in a new tab)
Recorded referenceResearch use: Direct quarterly monitoring of payment default and covenant default rates across US middle-market loans.; Tracks default trends broken down by EBITDA company size ($0–$25M, $25M–$50M, $50M+) and industry sector.
- Private Credit and Non-Banking Financial Intermediation (NBFI)
Research source
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.proskauer.com/report/proskauers-private-credit-default-index-reveals-rate-of-251-for-q2-2026
Proskauer Q2 default index (opens in a new tab)
Recorded referenceEarlier recorded reference · Newspaper citation
Private Credit and Non-Banking Financial Intermediation (NBFI) · Private Credit Sub-Sectors
- https://www.proskauer.com/report/proskauer-announces-q4-private-credit-default-rate-of-267
proskauer.com — recorded reference (opens in a new tab)
Recorded referenceEarlier recorded reference
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.spglobal.com/marketintelligence/en
S&P Global Market Intelligence Credit Solutions (opens in a new tab)
Recorded referenceResearch use: Insights into distressed debt ratios, corporate default forecasts, and recovery benchmarks.
- Private Credit and Non-Banking Financial Intermediation (NBFI)
Research source
Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.sec.gov/edgar/search
SEC EDGAR Advanced Search (opens in a new tab)
Recorded referenceResearch use: Form D/D-A private raises and Form C/C-U crowdfunding financial disclosures; Quarterly 10-Q and 10-K filings for major public BDCs (e.g., Ares Capital - ARCC, Blackstone Secured Lending - BXSL, FS KKR - FSK).; Research public companies and securities disclosures.
Also listed as: SEC EDGAR Search (Public BDC Filings) · The SEC Database · The sec database
- Private Market Offerings
- Private Credit and Non-Banking Financial Intermediation (NBFI)
- Financial Research
Earlier recorded reference · Research source · Research directory
Antitrust & Financial Oversight · IPO's · M&A + Buy/Sell Signaling · Private Credit and Non-Banking Financial Intermediation (NBFI) · Private Credit Sub-Sectors · Private Market Offerings · Strategic Resources
- https://www.sec.gov/files/rules/proposed/2026/33-11444.pdf
SEC interval-fund modernization proposal (opens in a new tab)
Recorded referenceEarlier recorded reference · Newspaper citation
Pooled Investment Vehicles · Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.sec.gov/newsroom/press-releases/2026-96-sec-proposes-amendments-expand-responsible-retailization-private-markets
SEC private-market proposals (opens in a new tab)
Recorded referenceEarlier recorded reference · Newspaper citation
Antitrust & Financial Oversight · Fiscal Governing Bodies · Private Credit and Non-Banking Financial Intermediation (NBFI) · Private Market Offerings
- https://www.sec.gov/files/33-11443-fact-sheet.pdf
SEC retail-investor choice fact sheet (opens in a new tab)
Recorded referenceEarlier recorded reference · Newspaper citation
Alternative Asset Classes · Private Credit and Non-Banking Financial Intermediation (NBFI)
- https://www.sec.gov/search-filings
SEC — Search filings (opens in a new tab)
Recorded referenceGuide reference · Earlier recorded reference
Alternative Asset Classes · Cryptocurrency · Debt & Fixed Income Markets · Fiscal Governing Bodies · IPO's · M&A + Buy/Sell Signaling · Pooled Investment Vehicles · Private Credit and Non-Banking Financial Intermediation (NBFI) · Private Market Offerings · Real Estate & Commercial Property Debt (CRE) · Stock Exchanges · Strategic Resources
- https://www.svb.com/
Silicon Valley Bank (Division of First Citizens) Market Insights (opens in a new tab)
Recorded referenceResearch use: Regular updates on tech and life science startup cash runways, loan structures, and venture ecosystem health.
- Private Credit and Non-Banking Financial Intermediation (NBFI)
Research source
Private Credit and Non-Banking Financial Intermediation (NBFI)
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