Thursday, February 12, 2026 at 10:30 AM
Hard-to-shake optimism and a scarcity of long-dated debt have helped drive spreads to historic lows.
The tech sector has an outsize presence in loan portfolios, raising the risk of contagion.
Plus, inflation, and the truly golden arches
This is a great time for companies to borrow. It isn’t obviously a great time to lend to them.
Investors are pulling out of companies they think could be hurt by artificial intelligence. ‘It’s shoot first, ask questions later.’
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