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The paradox at the heart of credit markets: the biggest borrowers are the strongest credits (opens original article in a new tab)

TL;DR

Credit markets show no stress despite high issuance, with investors absorbing supply.

  • Credit-default swaps and credit spreads show no signs of stress
  • More than $300 billion of issuance since the start of 2026
  • Investors are keen to absorb the supply

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