Junk bond spreads just dropped to 2.6%.
Investors are getting paid almost nothing extra to hold the riskiest corporate debt in America. That is near the tightest level of the entire cycle.
Credit always cracks before equities. When the cushion is this thin, stocks are the last… pic.twitter.com/BiomdntVGp
— Kurt S. Altrichter, CRPS® (@kurtsaltrichter) September 8, 2026
S&P 500 earnings are now expected to surge 34% in 2026, more than double the 15% growth expected at the start of the year.
We’ve never seen earnings growth this strong outside of post-recession rebounds.
This time, there was no recession. Just an unprecedented AI-driven boom. pic.twitter.com/QhjotsiKOR
— Charlie Bilello (@charliebilello) September 8, 2026
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