Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Are Reshaping the Strategic Borrowing Playbook
In this episode of Bull Market Conversations, Lucas and Luna explore how the current bull market environment is reshaping corporate borrowing strategies. With the Fed holding rates steady near 3.63% and the S&P 500 at 7,525, companies are refinancing debt at record pace, pushing average bond yields below 2019 levels. Lucas breaks down the strategic shift away from traditional bank loans toward private credit and direct lending, citing data showing $47 billion in private credit issuance in Q2 2026 alone — a 32% year-over-year increase. They discuss why companies like Airbnb and Uber are…
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