Corporations have had the wind at their backs with low interest rates. This lead to record levels of corporate debt issuance, which has surpassed 45% of GDP. There are now over $4trillion in corp. bonds due over the next 5 years. Companies will be forced to refinance at high rates or sell stock, which could weigh on earnings.
Market Updates
Sell in May and Go Away
Sell in May and Go Away explained. Watch our video and learn how investors should think about market seasonality in 2025.
