Credit markets: What's ahead for 2026

If you spent 2025 watching credit and thinking “this feels suspiciously quiet,” you are not alone. Barclays’ Global Head of Research, Brad Rogoff, and Global Head of Equities Distribution, Ronnie Wexler, walk through the late‑cycle credit playbook for 2026: why spreads might finally move, how trillion‑dollar ambitions for AI are colliding with debt markets, and why private credit’s rapid growth brings new complexity and risk.They also examine structural credit market shifts, such as portfolio trading and liquidity dynamics, and what they could mean for stability as financing needs expand across public and private markets. Dive into the full conversation to explore where credit markets may go next.Listeners can hear more on this topic:Barclays Brief Ep. 5: Private credit: Hidden interconnectivityBarclays Brief Ep. 6: Hyperscalers: Hypergrowth, higher risk Clients can read more on Barclays Live:Not just sunshine and rainbows: https://live.barcap.com/go/publications/link?contentPubID=FP692f6577b7837d79e2140dee&restriction=DEBTImportant Content DisclosuresImportant non-Research Content Disclosures

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