U.S. Credit Markets Defy War Risks on Strong Liquidity
U.S. corporate bond markets rally as spreads approach historic lows despite geopolitical risks. Ample liquidity and stable earnings support firm demand.
Xurve View
Insights:
Xurve View
United States corporate bond issuance rose 28.2% to $1 trillion during the first four months of 2026. Investment-grade spreads tightened to 78 basis points—tighter than 2007, just before the global financial crisis—even as war in Iran pushed Brent Crude Oil above $100 a barrel. Ample liquidity and stable corporate earnings are shielding credit markets from geopolitical volatility and higher Treasury yields.
