Corporations that refinanced debt in 2020-2021 at low interest rates will see their debt readjust in 2025 or 2026.
"every corporation that has debt was readjusting meaning refinancing as much debt as possible in 2020 and 2021 because you could borrow money at the lowest interest rates in the history of time so you had a lot of corporations that not only were refinancing their debts but they were pulling out as much cash as possible at 3 or 4% interest rates and now we're wondering what that debt is going to readjust to in 2025 or 2026"