JPMorgan Sees US High-Grade Credit Rallying as Supply Falls
THE SO WHAT
If JPMorgan is calling for IG credit to outperform Treasuries on falling supply and solid earnings, large corporates may find the window for cheap debt narrowing. For operators, that means lock in term financing now if you’re planning heavy capex—compute, facilities, M&A—over the next 12–24 months.
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