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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.
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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…
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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.
