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Confirm FRED id for "leveraged loans held by CLOs" (asset side) and re-add to Credit tab #37

@SecondOrderEdge

Description

@SecondOrderEdge

Context

The Credit tab's CLO supply gauge currently shows only CLO liabilities outstanding (BOGZ1LM263163063Q, confirmed). The companion asset-side series — "U.S. nonfinancial leveraged loans held by CLOs" — was initially wired with a best-effort id (BOGZ1FL673069503Q) that resolved to a wrong/empty series and rendered as "$0bn" on the live tab, so it was removed (see claude/credit-fixes).

Task

Confirm the correct FRED id(s) and add the row back in src/data/credit.pyCLO_SERIES, then surface it in src/ui/views/credit.py_row_clo.

  • The concept lives in the Z.1 Financial Accounts, split domestic (table L.127) vs offshore (table L.133); most US CLOs are offshore (Cayman) domiciled.
  • Verify on FRED with a live key: search "loans held by CLOs" / browse the L.127 & L.133 tables for the matching BOGZ1… ids and units (likely $ millions → divide by 1e6 for $tn, or /1000 for $bn).
  • Sanity check: domestic + offshore leveraged loans held by CLOs was ~$660bn in 2019:Q2 per the FEDS Note, so a correct series should be in the hundreds of billions, not ~0.

Low priority — the liabilities series already conveys the supply trend; this just adds the asset side.

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