Hyperscaler corporate bonds (30-year) Loading... : Investor Sentiment and Bull/Bear Views

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14:52
Aug 05
Ashok Bhatia Co-Chief Investment Officer and Global Head of Fixed Income… Bloomberg Markets
Buy hyperscaler 30-year credit
Hyperscaler corporate debt spreads have widened by 50–60 basis points year-to-date, providing much better compensation for credit risk. The balance sheets of large tech companies are pristine and can absorb the debt. The all-in yield is attractive, especially compared to 30-year Treasuries. There is enough spread protection even if yields move up.
MED

About Hyperscaler corporate bonds (30-year) Investor Commentary

Across the available history and selected sources, Buzzberg tracks Hyperscaler corporate bonds (30-year) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Ashok Bhatia.