Credit Markets

Wall Street Won the Capital Fight. The Final Rules Are Being Written Now.
Three proposals issued in March would rescind the 2023 Basel endgame and lower bank capital requirements. Comments closed in June. The agencies…

The AI Build-Out Became a Debt Story, and Bond Buyers Are Pushing Back
AI-related debt issuance is heading toward $570 billion this year while order books for hyperscaler bonds have thinned sharply. The build-out has…