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. (Source: Bloomberg)
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. (Source: Bloomberg)
<iframe src="https://statesidedaily.com/embed/cluster/2e0c10157f3fb4e3295ce321e64f049b7d5b6d91" width="100%" height="320" style="border:0;max-width:680px" loading="lazy" title="Credit's Bear Market Warning"></iframe>
