In this Making Sense episode, host Amaury Guzman is joined by Kevin Foley, global head of Capital Markets, and Tarek Hamid, head of North American Credit Research & Strategy, to unpack takeaways from J.P. Morgan’s 31st annual Global Leveraged Finance Conference in Miami. The trio covers how geopolitics and energy price volatility are filtering into rates and risk, why AI could determine winners and losers, the market’s capacity to absorb new supply, bond vs. loan reception, and the role of M&A in the 2026 issuance outlook. They also discuss issuer readiness in a volatile tape and other themes that could take centerstage at the upcoming European Leveraged Finance Conference.
This episode was recorded on March 5, 2026.
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