PremiumDespite a record-shattering $1.3 trillion of investment grade credit 'supply' in the first half of 2026 (the same as all of 2022, 2023, and 2024 and consistently surprising to the upside), US investment-grade bond credit spreads remain near generational tights...
With Credit Near 'Generational Tights', Goldman Lays Out 3 Hedges Against The AI Supply Onslaught
...there are parts of the Credit Markets, currently at generational tights, that we think offer an asymmetric + convex overlay-hedge for macro or multi-asset portfolios for 'Risk-Off'...
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