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AI-Tied Debt Seeing Higher Costs
Source: Bloomberg
Artificial IntelligenceCredit & Bond MarketsInterest Rates & YieldsInvestor Sentiment & Positioning
Goldman Sachs fixed-income head Lindsay Rosner and Oaktree deputy CIO Milwood Hobbs discussed the growth of AI-related debt and tightening high-yield credit spreads on Bloomberg Real Yield. The focus suggests increased investor attention to leverage tied to AI investment and potentially limited compensation for risk in the high-yield market.
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