There are some great charts in this recent SEC US Credit Markets report - a thread with the best ones below.
Thanks @MarcRuby for bringing to may attention.
https://www.sec.gov/files/US-Credit-Markets_COVID-19_Report.pdf …
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The corporate bond market - I like the illustration & inclusion of CDS in the bottom-right of the chart:pic.twitter.com/w6KLD33XM7
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Growth in IG debt outstanding accelerated in 2015-2017 and hasn't slowed down since:pic.twitter.com/a4xAwMPq7M
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An interesting chart following CLO creation & market stats - ~$642 billion in market size with ~60% rated AAA:pic.twitter.com/wmoLnqnWdV
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The CLO market in one chart - Big Short reference added by yours truly:pic.twitter.com/VqgWgizjcv
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The GFC slowed down CLO growth, but by no means stopped it:pic.twitter.com/bXbIBL5PiA
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Muni market size - retail investors are the source for most of the lending:pic.twitter.com/FClpcccT1f
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US commercial real estate market - certainly smaller post COVID, with banks the biggest source of lending:pic.twitter.com/1AdZoVCJY9
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I found these charts interesting when considering: 1) the interplay bw banks, insurance cos and retail on the lending side 2) the shorter term the funding, the more complex the market 3) regulation has neutered banks recently, but they're still huge in all markets
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End of conversation
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