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Credit Spreads Are Starting To Crack, And Stocks May Follow

By Seeking Alpha March 01, 2026 Bearish
Credit Spreads Are Starting To Crack, And Stocks May Follow
Credit spreads, especially in software and private equity, are widening despite stable Treasury rates, signaling rising credit risk beneath resilient index levels. Bond yields for major players like Blackstone and Oracle have increased significantly, with spreads widening over 130 bps and 90 bps, respectively, since late 2023.
Credit spreads, especially in software and private equity, are widening despite stable Treasury rates, signaling rising credit risk beneath resilient index levels. Bond yields for major players like Blackstone and Oracle have increased significantly, with spreads widening over 130 bps and 90 bps, respectively, since late 2023.