AI Blitz and US Borrowing Binge Are Disrupting Debt Benchmarks

AI Blitz and US Borrowing Binge Are Disruptin...

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Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says Seelaus

Mom-and-pop investors are buying hyperscaler debt after a selloff that has hit bonds with long maturities particularly hard, according to R. Seelaus & Co. “You’re just seeing absolute yields in long Meta paper, or a household name, that retail is starting to find really attractiv ...  Show more

TCW Chops Credit Risk to Lowest in 30 Years as CCCs ‘Cry Uncle’

TCW’s $160 billion fixed-income group has slashed credit risk to the lowest in three decades amid valuation and contagion concerns. “Look back over the last 30 years — you would not find a period where we had less exposure to both investment-grade and high-yield bonds as we do to ...  Show more

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