US Corporate Bond Spreads Rally to Three-Year Low, Bucking Risks

  • BI sees debt investors reluctant to reprice rising macro risks
  • IG yields rose to 4.88%, the highest since early September
Bond Investors Should Add Duration, Says Collins
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US investment-grade corporate bond spreads have narrowed to the lowest level in more than three years, a clear sign of just how bullish credit investors are even as macro and geopolitical risks mount.

Average high-grade bond spreads — the added premium over US Treasuries that investors get paid to hold riskier debt — narrowed four basis points to 83 at Friday’s close, the tightest level since September 2021, according to data compiled by Bloomberg.