This week on Credit Matters, Shankar Ramakrishnan kicks off with expectations for a massive March with $230B of new supply and a potential $2T year.

He and Bruce Clark discuss the demand “technicals” behind strong issuance, attractive 4–6% yields, and near-non-existent default rates, alongside risks from volatility tied to the Iran war, oil-price shocks, inflation, and shifting rate-cut expectations.

Clark outlines how early-2026 “Goldilocks” conditions were supported by strong earnings and falling treasury yields before the conflict reversed yields and darkened sentiment, amplified by a weak February payroll report.

Subscribe to Credit Matters on YouTube, Apple Podcast, Spotify, or wherever you get your podcasts.

Request a free trial of IGM's solutions or contact us for more info.

Keep up to date with all the latest from IGM - follow us on LinkedIn.