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Thoughts on the Market

Thoughts on the Market

Inside the Biggest Bond Boom in Years

Oct 21, 2026 · 13m

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Can markets absorb this much new debt? Our panel examines strong demand for investment-grade bonds, stress in high-yield debt and the macro risks that could shape the next six to twelve months in credit markets.Read more insights from Morgan Stanley.----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Anish Shah: I'm Anish Shah, Global Head of Debt Capital Markets. Rehan Latif: I am Rehan Latif, Global Head of Credit Trading. Samer Oweida: And I'm Samer Oweida, Global Head of Foreign Exchange and Emerging Markets. Andrew Sheets: Today, a discussion of historical levels of bond issuance and how it…