US CLO Weekly: BSL CLO new issuance rises to $3.7bn with Triple As 121-131bps as refinancings decline
David Graubard: Senior Reporter
3 August 2026
- How rising US CLO issuance activity is influencing primary market momentum and investor demand.
- What changes in Triple A spreads reveal about current CLO pricing conditions and market sentiment.
- Why refinancing and reset activity trends matter for evaluating CLO market liquidity and structure.
- How sustained CLO ETF inflows and secondary trading activity are shaping market technicals.
- Where private credit developments and default trends may signal emerging risks across leveraged finance markets.
Executive Summary
Recent issuance activity reflects resilient demand across the CLO market. Investors continue evaluating pricing dynamics and funding conditions.
Market participants remain focused on spread movements and deal structures. Activity highlights evolving preferences across new issuance channels.
Private credit trends reveal changing patterns in borrower performance. Credit conditions remain an important area of market attention.
Meanwhile, refinancing activity shows a different pace than issuance. Investors are monitoring liquidity and transaction developments.
Finally, market technicals continue supporting engagement across CLO segments. Ongoing developments may influence future issuance conditions.
Fill out the below form to view the full article:
Please note that we can only respond to valid business email addresses and the interview is already available to clients.
Recently Published
Research
AllCovenant-ReviewAutosUS CR Quarterly Q1SovereignsBasicLevFin-InsightsTelecommunicationsMay GMUSeptember GMUFinancialsCreditSights-ResearchUtilitiesCase StudiesUS LME in Focusshow-homeshow-initiation page-homeMunicipalsSLRsOctober GMUTMTAsset Management ResourcesPharmaceuticalsJune GMUAsia in Focus Preliminary 2027 OutlookEnergyResearchGaming/LeisureWebinar Related ResourceIndustrialsPoliticsMediaUS Special Sits OutlookConsumerTariffsSpecial SituationsEuro Autos: Barbarians at the GatesCorporatePrivate CreditAerospace/DefenseU.S. Autos Expert PanelCovenantsBondsReal EstateEU Special Sits OutlookStrategyPost PetitionServicesJuly GMUESGChemicalsIranAsia in Focus 2H26ESG-HomeEmerging MarketsBanksEM OutlookOutlooks-HomeTransportationConstructionEMEA CR Quarterly Q2TechnologyInsuranceAsia in focus webinarUS CR Quarterly Q2ManufacturingEMEA CR Quarterly Q1Global Credit for ME Investors
US Fallen Angel/Rising Star Monitor: 3Q26
US Fallen Angel/Rising Star Monitor: 3Q26
Read More
US Special Situations: Cable One in financing talks with GTCR, lenders; extends MBI put deadline to Oct. 9 – Press Release
US Special Situations: Cable One in financing talks with GTCR, lenders; extends MBI put deadline to Oct. 9 – Press Release
Read More
CR TrendLines Topical Report: Lens on Loopholes 3Q’26 Update: Share of Index Loans with J. Crew / Serta / Chewy (Full & Qualified) / Envision / Pick-Your-Poison Loopholes Across the Index
CR TrendLines Topical Report: Lens on Loopholes 3Q’26 Update: Share of Index Loans with J. Crew / Serta / Chewy (Full & Qualified) / Envision / Pick-Your-Poison Loopholes Across the Index
Read More
Asia Credit Best Ideas: October 2026