Powell Wake-Up Call Means More Corporate Defaults: Credit Weekly

  • Maturity wall is starting to rise as quantitative easing fades
  • Companies are turning to debt exchanges with mixed results

Jerome Powell during a news conference following a FOMC meeting in Washington, DC, on June 14.

Photographer: Sarah Silbiger/Bloomberg
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America’s most leveraged companies got a painful reality check this week when Federal Reserve Chairman Jerome Powell warned that a rate cut is still a couple of years away.

Companies will have to swallow higher borrowing costs for longer while finding a way to manage their liabilities. Rising funding costs increase the risk of defaults and distressed exchanges as firms struggle to adapt to a shrinking money supply.