The Kobeissi Letter
The Kobeissi Letter|Oct 15, 2025 21:36
AI debt is taking over the corporate bond market: AI-related firms now reflect a record 14% of the Investment Grade Corporate Bond Index. The percentage has increased by 2.5 points since 2020, according to JPMorgan. This surpasses the banking sector's weight of ~11.5%, which held the largest share historically. This comes as AI universe debt has grown +400 billion to a record 1.2 trillion during this period. AI is reshaping capital markets.(The Kobeissi Letter)
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