debt

Credit markets assign no risk premium to $570B in AI debt

Global AI-related debt issuance is on pace to reach nearly $570 billion in 2026, yet credit markets have assigned virtually no risk premium to the borrowers behind it. A detailed analysis published this week by FXStreet found that not a…

$100B in bonds trade like junk, raising fallen angel fears

About $100 billion in investment-grade bonds denominated in U.S. dollars and euros are now trading at spreads wider than the double-B junk curve, according to Bloomberg, putting the credit market on alert for a potential wave of so-called fallen angels…

IMF warns AI’s debt-fueled boom poses systemic risk

Global financial regulators are sounding an increasingly urgent alarm about the debt-fueled nature of the artificial intelligence boom, warning that leveraged financing across the AI supply chain now poses a greater systemic threat than stretched equity valuations alone.