Business & Finance
Credit's Bear Market Warning
Key Points
Oct 22nd, 2026 Credit's Bear Market Warning Credit markets are showing strain after years of tight spreads, as higher rates, a surge in AI-related borrowing, private-credit concerns and geopolitical risks converge. Pearlstone Alternative's Ivelina Green says credit is already in a bear market, with heavy AI debt supply adding pressure—and a widening gap between credit and equity sentiment that may not last.
Oct 22nd, 2026
Credit's Bear Market Warning
Credit markets are showing strain after years of tight spreads, as higher rates, a surge in AI-related borrowing, private-credit concerns and geopolitical risks converge. Pearlstone Alternative's Ivelina Green says credit is already in a bear market, with heavy AI debt supply adding pressure—and a widening gap between credit and equity sentiment that may not last.