Goldman Says Trend Toward Non-US Debt Is Accelerating

Goldman Sachs credit strategist Amanda Lynam says the scale of AI investment is pushing corporates to diversify funding beyond the US. The comment signals a funding-market shift rather than a discrete transaction or policy change. Impact is likely modest and mainly relevant for credit markets, bank funding, and AI-related capital formation.

Analysis

Goldman Sachs credit strategist Amanda Lynam says the scale of AI investment is pushing corporates to diversify funding beyond the US. The comment signals a funding-market shift rather than a discrete transaction or policy change. Impact is likely modest and mainly relevant for credit markets, bank funding, and AI-related capital formation.