The paradox at the heart of credit markets: the biggest borrowers are the strongest credits
Credit-default swaps and credit spreads show no signs of stress despite more than $300 billion of issuance since the start of 2026. Investors know the AI story and are keen to absorb the supply.
Credit-default swaps and credit spreads show no signs of stress despite more than $300 billion of issuance since the start of 2026. Investors know the AI story and are keen to absorb the supply.