Bonds
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A higher interest rate world – value creation from AI investment, tariffs, demographics, government spending
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Alphabet’s AUD 5.5bn deal leads busy August bond markets
Alphabet’s record Australian-dollar corporate bond led an active August week spanning investment grade, high yield, sovereign and emerging-market issuance.
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Long-term rates stay near 25-year highs as AI capital demand builds
Long-dated US Treasury yields remain around 25-year highs as AI investment, inflation risks and heavy capital demand complicate the rates outlook.
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AI-related issuers and financials keeps markets busy
Long-term yields stayed around 25-year highs while strong bond demand and a wave of AI-linked financing kept primary debt markets active in August.
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The week in credit: long rates rise as AI financing and oil add pressure
Long-term Treasury yields are close to 25-year highs, oil has risen to $91 and AI-related financing continues to expand. Credit demand nevertheless remains strong and primary…
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August bond issuance stays active as Martin Marietta, AMD and Verizon lead
Large investment-grade transactions, two sizeable high-yield deals and further emerging-market bank issuance contributed to a notably active week for August.
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DCM market snapshot for the week to 17th August 2026
The 30-year Treasury yield is at 5.3% and the 10-year is at 4.7%. Markets are balancing softer July CPI against oil risk and the scale of…
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Alphabet issues another $25 billion in bonds towards its $200 billion 2026 capex
This deal helps Alphabet secure more capital for its positioning in the AI capacity buildout race. The deal saw $115 billion in orders.
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AT&T raises €4.7 billion in euros and sterling – tapping European low spreads and high credit capacity
AT&T’s €4.1 billion + £550 million deal is an example of the arbitrage currently available to many US issuers – to issue in euros/sterling and swap…
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AI bond demand signal – $12.5 billion deal from Meta and BlackRock sees lower demand
Meta and BlackRock priced a $12.5 billion bond deal – to build a large data center in Texas. Lower demand than for previous deals is a…