In this engaging discussion, senior analysts Stephen Flynn and Aidan Cheslin from Bloomberg Intelligence join contributor James Crombie. They explore the potential for debt tightening among cruise line giants like Carnival and Royal Caribbean, along with insights on automotive companies like Rolls-Royce and Ford. The trio highlights the credit challenges facing Disney and geopolitical risks affecting credit confidence. With a keen eye on macroeconomic trends, they dissect how fragile valuations could lead to rapid market shifts.