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Corporate credit is filled with what appear to be contradictions, with some spread categories tumbling to their lowest levels since the late nineties. Yet, delinquencies and risks are rising and doing so in a way everyone is recognizing. So, why the complacency? It's a combination of several critical - perhaps killer - factors that tie in to commercial real estate. We have some related updates on that are, too.
Eurodollar University's Money and Macro Analysis
Bloomberg US Corporate Bond Spreads Sink to 27-Year Low as ‘FOMO’ Sets In
https://www.bloomberg.com/news/articles/2025-08-15/us-corporate-bond-spreads-sink-to-27-year-low-as-fomo-sets-in
