Markets Mindset: Q3 2026 Debt Capital Markets: Absorbing the Tech Issuance Surge
About this episode
The episode discusses the impact of AI-driven hyperscalers on debt capital markets and the upcoming tech earnings rollout.
With year-to-date issuance up significantly in both tech and communications, will the surge of AI hyperscalers continue to alter the complexion of the market? In our latest episode of Markets Mindset, filmed on July 22, 2026, Mizuho’s Head of Investment Grade Capital Markets and Syndicate, Victor Forte, is joined by Head of Investment Grade Debt Capital Markets, Moshe Tomkiewicz, to analyze the shifting landscape ahead of a major tech earnings rollout. Their conversation centers on the unprecedented shifts in debt supply from AI-driven hyperscalers, how this is forcing a credit spread repricing of the tech sector and its impact on broader market dynamics. Join Victor and Moshe as they discuss the changing environment of debt capital markets ahead of a potentially record-heavy August.
People in this episode
Host: Victor Forte
Guest: Moshe Tomkiewicz
Topics covered
- debt capital markets
- tech issuance
- AI hyperscalers
- credit spread repricing
- market dynamics
- earnings rollout
Keywords
- debt supply
- tech sector
- market shifts
- AI
- earnings
- credit spreads
- issuance surge
Mentioned in this episode
Organizations: Mizuho, Greenhill
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