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Hyperscaler funding needs could drive the next wave of US supply in euros
Cooler reception suggest AI capex hype is shrinking
The novelty of these jumbo deals could wane as hyperscalers repeatedly hit the market
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The subordinated debt premium was smaller than that offered by some other EM hybrid issuers -
At London investor day, supranational reveals deals and plans for new funding and investments, including fully African project financing
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Bot claims funding is ‘cheaper than peers who borrow from independent banks or credit funds’
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Third Canadian province to come to the currency this year
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Investors maintain orders as issuers push tight, although some limits are appearing
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Issuer’s second deal followed upward revision to Ebitda guidance
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