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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.

Raccontata dazerohedge.com

Timeline cronologica

  1. lunedì 13 luglio 2026·zerohedge.com

    "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…

  2. mercoledì 15 luglio 2026·zerohedge.com

    '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.