Our tracker of hyperscaler off balance sheet liabilities shows $3.8 trillion as of Sept 30, up $700BN from June 30.
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Our tracker of hyperscaler off balance sheet liabilities shows $3.8 trillion as of Sept 30, up $700BN from June 30.
Adding $250BN in hyperscaler IG debt, the DV01 issued by the AI ecosystem in Q3 was about 25% higher than all Treasury issuance
That's why yields keep rising