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Credit Markets Echo Equity Optimism

Source: SeekingAlpha

2026-02-23 10:06:00 ET

Few investors would have expected that by late 2025 equities would be rallying while credit markets remained almost completely unruffled. Yet that is exactly the environment today. Stocks have climbed steadily, and the extra yield investors demand to own corporate bonds over Treasuries, known as credit spreads, has compressed to levels seen only rarely over the past several decades.¹ Bond investors, much like equity investors, appear confident that corporate balance sheets can withstand near-term economic uncertainty....

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Credit Markets Echo Equity Optimism
FlexShares Credit-Scored US Corporate Bond Index

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