Why US investment grade bonds are booming amid the Iran war

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