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The paradox at the heart of credit markets: the biggest borrowers are the strongest credits

The paradox at the heart of credit markets: the biggest borrowers are the strongest credits
Key Points

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.
AI (ORG)
Originally published by MarketWatch Read original →