Fed Minutes Flag AI Debt Surge Lifting Treasury Yields
FOMC minutes reveal that heavy AI infrastructure debt issuance and Treasury buyback uncertainty contributed to higher term premiums and bond yields.
ai debt issuance
AI Debt Deluge Meets Pushback: Cover Ratio Halves to 2x
Hyperscaler bond books have slid from 5x oversubscribed in February to under 2x by July, as AI-related debt heads to $570B and Moody’s warns.