Slack: C0A031DLJ78/ts:1771245564.0467

Author: thibault Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

ai-disruption-knowledge-economy

💬 [E302] Looked for private credit stress indicators like HYG/LQD but no good denominator exists to isolate credit spread from market beta. Real stress will show up in defaults and HYG eventually.
commentary · 2026-04-07