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.

Get in touch: For more information about how IGM's solutions can support your business, visit our website or contact us: https://informaconnect.com/igm/

Follow us: Keep up to date with all the latest from IGM by following us on LinkedIn: https://www.linkedin.com/company/informa-global-markets

Shankar Ramakrishnan, Head of U.S. Credit and Market Engagement at Informa Global Markets, breaks down the hottest topics in the world of investment banking in IGM's weekly podcast.

Find out more about Informa Global Market's data services: https://informaconnect.com/igm/