The full Isubstrate analysis reveals which EBITDA coverage ratios at leveraged companies are flashing early warning signals, plus how regional banks are positioning for this extended cycle. Key insight: Fed fund futures pricing shows markets still haven't fully incorporated the 2026-2027 timeline: https://finance.via.news/monetary-policy/fed-officials-signal-rate-cuts-unlikely-until-late-2026-as-oil-inflation