Bank of America: Global Rates & FX Views: Hyperscalers, credit, & rates | 24 Jul 2026 | Global Research Unlocked
1. Executive Briefing (TL;DR)
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Top Key Takeaways:
- Global Yields Rising & Solid US Macro Data: Global interest rates are trending higher driven by geopolitical risks in commodities (oil/gasoline) and strong US economic indicators, including initial jobless claims at multi-decade lows [00:00:54].
- Hyperscaler Debt Supply Shock: Heavy issuance in investment-grade (IG) credit—specifically AI and hyperscaler debt—is causing widening spreads (average AI/hyperscaler bonds +25 bps MTD) and driving market digestion stress [].
References
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