Dossier
credit-default swaps
Coverage of credit-default swaps in the Nexus archive.
- The paradox at the heart of credit markets: the biggest borrowers are the strongest credits
Credit markets exhibit a paradox where largest borrowers are strongest credits, with $300 billion in issuance since 2026 showing no stress in credit-default swaps or credit spreads. Investors are absorbing supply due to confidence in the AI narrative.