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  • 5 months ago
U.S. credit markets are overheating as investors rush into corporate debt despite record-low yields. Analysts warn valuations look “priced for perfection” after bankruptcies at Tricolor Holdings and First Brands rattled bondholders. With spreads near historic lows, Wall Street fears risks are being masked by inflated demand.

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00:00It's Benzinga bringing Wall Street to Main Street.
00:02U.S. credit markets are showing signs of overheating as investors pile into corporate debt despite
00:06historically low yields according to the Wall Street Journal. Analysts warn the valuations
00:10appear priced for perfection, leaving the market vulnerable to shocks. The concern is intensified
00:15after sudden bankruptcies in subprime auto lender Tricor Holdings and auto parts supplier First
00:19Brands, which rattled bondholders. While analysts note both cases had unique circumstances,
00:24rising defaults in private credit and persistent inflation are heightening unease. Wall Street
00:29fears that soaring corporate debt valuations are masking risks and offering investors too
00:33little compensation. Investment grade bond spreads fell at a 0.74 percentage point in September,
00:39the lowest since 1998, while junk bond spreads are near record lows at about 2.75 percentage points.
00:45For all things money, visit Benzinga.com.
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