AIThe Next Webabout 1 hour ago
BNP Paribas Forecasts AI Debt to End Credit Bull Market
1 min read
BNP Paribas forecasts hyperscaler bond sales will reach $400B next year, driving a record $3.7T of net fixed income supply and ending the years-long corporate bond rally. The bank projects euro investment-grade spreads will widen six basis points by end-2026 as AI debt floods the market.
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