Goldman's Swell Sees 'Very Significant Bifurcation' in Credit Market

The video discusses the dynamics of the credit market, highlighting a significant bifurcation between weaker and stronger credits. It emphasizes the importance of survival in the credit market, focusing on the ability to pay debt rather than thriving. Central bank policies, particularly the Fed's support, play a crucial role in providing market access and creating demand for income. The global demand for credit, driven by negative rates in Europe and Japan, positions the US credit market as a safe haven. The Fed's use of credit as a policy tool is also explored.

What is the significance of the bifurcation between weaker and stronger credits?

In what ways does consumer confidence impact the distressed sector?

What factors are influencing the credit markets currently?

How does central bank policy affect corporate credit markets?

Why are investors turning to US credit markets as a safe haven?