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BNP Says Too Much AI Borrowing Will End Bull Market in Credit
Source: Bloomberg
Credit & Bond MarketsTechnology & InnovationInvestor Sentiment & Positioning
BNP Paribas predicts the years-long corporate-bond rally could end if technology companies flood markets with excessive debt issuance. The warning highlights rising credit-supply and leverage risks in the technology sector, though it does not cite a specific timing or issuance magnitude.
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mildly negative
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