The recent wave of AI-related debt financing is tending to be longer in duration.

US pensions are at their strongest funded ratio since 2007.

Amanda Lyneham believes that strong demand from institutional investors could cause tight credit spreads to persist for a bit longer.

Demand for high-quality corporate bonds from pensions and insurance companies is currently robust.

Goldman Sachs' economics team, led by Jan Hatzius, expects the next rate cut from the Federal Reserve to be in December.

Bond allocations for US insurers are 10 percentage points below 2010 levels.