Credit Investors Are Getting Ahead of Themselves

  • Credit investors warned they’re getting ahead of themselves
  • China bond slump threatens a $1.6 trillion domestic market

China’s increasingly apparent pivot from Covid Zero is prompting investors to bet on a reopening by shifting money out of fixed-income assets and into riskier investments like stocks.

Photographer: Qilai Shen/Bloomberg
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Editor’s Note: Welcome to Credit Weekly, where Bloomberg’s global team of reporters will catch you up on the hottest stories of the past week while also offering you a peek into what to expect in credit markets for the days ahead.

This week’s market turbulence aside, corporate-bond buyers have been cruising toward the biggest quarterly gains since 2020’s pandemic rebound.