Published Sep 11, 2026, 11:43 PM ET · Updated 2 months ago · 1 source
IG ex-AI credit now trades like junk, signaling a debt bubble draining Treasury demand
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Original Report
Investment-grade credit excluding AI has decoupled from AI-linked IG credit to a record 50bps wide and increasingly trades like junk, which is the heart of the debt bubble and is drawing demand away from Treasuries.