Cloud 9fin

Another maturity in the wall


Listen Later

Publicly traded leveraged debt issuers are facing a collective maturity wall of $219 billion in the coming years. But unlike the Chiefs' offensive line in the Super Bowl, credit market watchers aren't expecting that wall to collapse.


In this episode of Cloud 9fin, US managing editor Bill Weisbrod sits down with credit analyst Ben Dickerman and leveraged finance reporter Dan Mika about their recent piece looking at how the 2026-27 maturity wall in the US is shaping up.


Among the highlights: how issuers are hanging on to cheap debt costs, how a leveraged finance market starved for new-money deals is giving BB-rated companies plenty of time to refinance, the uncertainties surrounding Trump administration’s economic policies, and how this story was powered by Dan’s love of drum and bass music.


As always, if you have any feedback for us, send us a note at [email protected]

...more
View all episodesView all episodes
Download on the App Store

Cloud 9finBy 9fin

  • 5
  • 5
  • 5
  • 5
  • 5

5

12 ratings


More shows like Cloud 9fin

View all
Exchanges by Goldman Sachs

Exchanges

954 Listeners

Odd Lots by Bloomberg

Odd Lots

1,971 Listeners

Grant's Current Yield Podcast by Grant's Interest Rate Observer

Grant's Current Yield Podcast

658 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

793 Listeners

Making Sense by J.P. Morgan

Making Sense

63 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

142 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

78 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

442 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

31 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

188 Listeners

The Insight by Oaktree Capital by Oaktree Capital

The Insight by Oaktree Capital

21 Listeners

The View From Apollo by Apollo Global Management

The View From Apollo

27 Listeners

Money Stuff: The Podcast by Bloomberg

Money Stuff: The Podcast

394 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

186 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

35 Listeners