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"Carnage" In The Hyperscaler Bond Market: Did Goldman Just Pop The AI Debt Bubble
"It is hard to remember a larger disparity between price and sentiment within IG credit.... the messaging from credit investors is increasingly clear that it will be very difficult to fund another $360bn in the next 12mo in the same manner." - Goldman
Raccontata da
zerohedge.com
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"Carnage" In The Hyperscaler Bond Market: Did Goldman Just Pop The AI Debt Bubble
"It is hard to remember a larger disparity between price and sentiment within IG credit.... the messaging from credit investors is increasingly clear that it will be very…
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When Credit Stops Believing
Credit spreads are widening, debt issuance is exploding, free cash flow keeps getting pushed further into the future, and Wall Street still wants more, more, more capex.
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'As Good As It Gets': Goldman Warns Hyperscaler Issuance Means Risk Skewed To The Downside
...there is a growing divergence between equity and credit markets with the former seemingly ignoring the growing risk in the latter.