Why Credit Ratings Are Taking Over Corporate Bond Trading

Lucas and Luna explore how credit ratings have become the dominant force in corporate bond trading, even surpassing yield in some strategies. They examine the shift from ratings as compliance tools to active trading signals, using recent data on investment-grade ETF flows and the spread between AAA and BBB bonds. The episode breaks down why traders now watch rating agency moves as closely as Fed statements, and what the 41-basis-point spread between 10-year and 2-year yields tells us about credit market confidence. A focused look at a quiet revolution in fixed-income markets. #CreditRatings #CorporateBonds #InvestmentGrade #SpreadTrading #BondMarket #FixedIncome #Economics #FexingoBusiness #BusinessPodcast #S&P500 #ETFs #LQD #IG #HYG #YieldCurve #FedPolicy #RiskManagement #BondTrading Keep every episode free: buymeacoffee.com/fexingo