Markets Mindset: Q2 2026 Debt Capital Markets: Weathering the Geopolitical Climate

Markets Mindset: Q2 2026 Debt Capital Markets: Weathering the Geopolitical Climate

From Beyond The Obvious by Mizuho | Greenhill

April 28, 2026 · 19 min · Episode 32

About this episode

The episode discusses the impact of the geopolitical climate on Debt Capital Markets and features insights from industry experts.

The effects of the geopolitical climate over the past few months have rippled out across Debt Capital Markets. From the conflict in the Middle East and its impact on global oil prices, to questions around the upcoming midterm elections, navigating the current environment has been a key concern for both issuers and investors. In our latest episode of Markets Mindset, Mizuho Americas’ Head of Investment Grade Capital Markets and Syndicate, Victor Forte, leads a discussion around the surprising resilience and potential causes for concern that have surfaced last quarter. Victor speaks with Moshe Tomkiewicz, Head of Investment Grade Debt Capital Markets, and Colby Griffith, Head of U.S. Debt Syndicate, to hear their perspectives on the current environment and the best courses of action for issuers going forward. Our experts touch on: The state of investment grade net issuance The midterm election’s impact on M&A financing Where spreads are heading into summer Why European credit markets have underperformed How rate volatility might affect the credit curve Market projections going into Q2 Hear from our experts as they discuss what investors and issuers need to know as the market…

People in this episode

Host: Victor Forte

Guests: Moshe Tomkiewicz, Colby Griffith

Topics covered

Keywords

Mentioned in this episode

Organizations: Mizuho Americas

Places: Middle East, U.S.

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