Nomura · McElligott SELL

Nomura McElligott GET WONKY 14 Aug 2026

Aug 14, 20269 pages页McElligott

From the report报告摘录AI-Driven Bond Supply Crisis: Corporate debt supply up 61% YoY, AI/hyperscaler issuance at $269B YTD (12x prior avg), causing bear-steepening, crowding-out risk, and $120B CTA "short" signal.

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