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F13 · INVESTMENT-GRADE CREDIT STRESS

Baa corporate spread over 10-year Treasury

1.54
CALM ROBUST z -1.06 DRS 95 daily as of 2026-06-04

Where it sits: lower than ~93% of its full record.

The full history

1986 high 6.06 · low 1.27 · now 1.54 · 4 recessions shaded 2026

How it is read

What it measures
investment-grade credit stress
Where it sits
lower than ~93% of its full record — at the 7th percentile of its full record.
z vs. its window
-1.06 (strain side: up). 10,106 observations in the window.
State rule
z < 1 CALM · 1 ≤ z < 2 WATCH · z ≥ 2 EXTREME, measured only toward the declared strain side.
Confidence
ROBUST — a primary official series, mechanically reported.
Reliability (DRS)
DRS 95 — Complements F1: the high-yield spread (truncated to ~3 years by ICE licensing) reads speculative credit; this reads investment grade with four decades of memory.

Where it comes from

FRED ↗ Every number on this site is reproducible from this primary source.

What it read at past stress points

Lehman, Sep 2008 3.66 ▲ EXTREME
Q4-2018 selloff 2.35 · CALM
Curve inversion, Aug 2019 2.26 · CALM
COVID crash, Mar 2020 4.31 ▲ EXTREME

Questions it helps answer

  • The Ledge — How high is the market — and what is under it?