AI Credit Expansion: Assessing The Micro And Macro Risks

2026-05-23 03:05:00 ET

Since the post-COVID recovery began, U.S. nonfinancial corporations have generally managed capital conservatively. They have kept credit metrics stable and, in many cases, actively improved them. That discipline was not entirely voluntary: The sharp adjustment in funding costs triggered by the Federal Reserve’s 2022–2023 rate-hiking cycle raised the bar for incremental borrowing and pushed management teams toward balance sheet restraint....

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