Debt Markets
Macro
Markets
Treasury’s Short-Term Debt Trap Tightens as AI Capex Floods Corporate Bond Markets
Bessent maintains Yellen's bill-heavy issuance strategy while Fed withdraws long-duration support, creating a structural squeeze just as $700 billion in tech capex forces mega-caps toward refinancing.
Technology
CoreWeave Secures $8.5 Billion in Meta-Backed Debt as AI Infrastructure Arms Race Intensifies
The specialized GPU cloud provider's massive loan — the largest AI infrastructure financing of 2026 — signals both surging demand for compute and growing anxiety about the sector's financial interconnectedness.