Markets Mindset: Q1 2026 Debt Capital Markets: Ready, Supply, Go!

Markets Mindset: Q1 2026 Debt Capital Markets: Ready, Supply, Go!

From Beyond The Obvious by Mizuho | Greenhill

January 16, 2026 · 17 min · Episode 28

About this episode

The episode discusses the current state and future projections of Debt Capital Markets in 2026 amidst heavy supply and economic factors.

Debt Capital Markets are off to a running start in the new year, with heavy supply flooding the markets in the first week of January. Looking ahead to the rest of 2026, how will the lofty market estimates hold up against the backdrop of heavy tech bond issuance and a midterm election year? In our latest episode of Markets Mindset, Mizuho Americas’ Head of Investment Grade Capital Markets and Syndicate, Victor Forte, is in conversation with Moshe Tomkiewicz, Head of Investment Grade Debt Capital Markets, and Colby Griffith, Head of U.S. Debt Syndicate, to analyze January’s heavy supply and how this will impact the market in the year to come. Our guests dive into the current state of U.S. data center and broader tech supply, examine the attraction of issuing into Europe, explore the growing desire for longer-dated bids and discuss the implications of a non-inflationary growth environment. Hear from our experts as they reflect on the current market and give their projections for the coming year.

People in this episode

Host: Victor Forte

Guests: Moshe Tomkiewicz, Colby Griffith

Topics covered

Keywords

Mentioned in this episode

Organizations: Mizuho Americas, U.S. Debt Syndicate

Places: Europe

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