Good graph from Torsten Slok and his team @ Apollo on AI and debt issuance.
What began as an equity market phenomenon has become a capital markets-wide transformation - AI now accounts for nearly half of all IG issuance, 87% of VC funding and a growing share of HY, underscoring how deeply the AI investment cycle has penetrated every corner of finance.
- Todor
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Todor Kostov
Director
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