Goldman Sachs SELL

GS Lev Fin Weekend Reading and Observations the divides of summer

Aug 11, 202610 pages页

From the report报告摘录HY/IG Divide: AI vs Non-AI: 16 of 23 HY data center JV deals trade wide of new-issue yields (avg spread +377 vs median +154), with AI accounting for 18.4% of USD HY issuance YTD ($10-15bn potential pre-Labor Day)…

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