Credit markets face the central bank test in the upcoming weeks, and “structural risks” amid growing AI debt.
Speaking to Trader TV, Francesco Castelli, head of fixed income at BANOR CAPITAL, says that central bank interest rate hikes, including the ECB’s decision this week, could end the “credit markets nirvana”, while record-breaking tech borrowing for funding AI could reshape corporate credit markets and risks long-term spread widening.
In this episode:
Central bank decisions back in the spotlight
Could we see the end of the “credit markets nirvana”?
Tech record-breaking issuance and AI debt risks
Could the concentration of corporate debt structurally reshape credit markets
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