Inner Loop Intelligence
All Themes
ยท
All Sources
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