Wall Street Truthbombs Podcast
The global bond market is about to absorb nearly $29 trillion in new borrowing—but the headline hides a much bigger story. In today's Wall Street Truth Bomb, Mark Malek explains why record-low credit spreads may not signal economic strength at all. Instead, nine Big Tech companies are reshaping global debt markets through unprecedented AI spending, while smaller businesses face rising refinancing risks and investors become increasingly dependent on short-term traders. Topics include: Global debt reaches $29 trillion AI spending and Big Tech borrowing Credit spreads explained OECD global debt report Corporate refinancing risks Quantitative tightening (QT) Hedge funds replacing central banks Why the bond market may be misleading investors If you enjoy macro investing, market analysis, Federal Reserve insights, and hidden risks Wall Street isn't discussing, subscribe to Wall Street Truth Bombs. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Support the show [https://www.buzzsprout.com/2544749/support]
311 episoder
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