AI HY spreads were 400bps over Treasuries, significantly wider than non-AI BB/B since mid-2025.
@GoldmanSachs expects 2027 to be an active AI issuance year across currencies and asset classes. That expected supply adds risk for AI-linked HY credits already under pressure.
@GoldmanSachs expects 2027 to be an active AI issuance year across currencies and asset classes. That expected supply adds risk for AI-linked HY credits already under pressure.