#CreditDefaultSwaps
Recently #CreditDefaultSwaps have started being used to insure debt on #AI #Hyperscalers in Silicon Valley. Is Oracle (#$ORCL) in danger of defaulting on it's debt?
Is Oracle ($ORCL) in Danger of Defaulting on it’s Debt?
Over the last couple of years the insatiable appetite of major tech players to hyperscale their AI intitiatives has been intense. Capex…
medium.com
June 5, 2026 at 8:33 PM

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March 26, 2026 at 9:40 AM

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#ListenToBlackVoices

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July 17, 2026 at 11:00 PM
#CreditDefaultSwaps #CorporateCredit #AICapex
September 10, 2026 at 11:41 PM
describiendo el ciclo con mayor exactitud.

#CreditDefaultSwaps #CréditoCorporativo #CapexIA
September 10, 2026 at 11:43 PM
quoted continuously. The question now is which of the two prices ends up describing the cycle more accurately.

#CreditDefaultSwaps #CorporateCredit #AICapex
September 10, 2026 at 11:40 PM
pochi luoghi in cui il costo di quella leva viene quotato di continuo. La domanda ora è quale dei due prezzi finirà per descrivere il ciclo con maggiore accuratezza.

#CreditDefaultSwaps #CorporateCredit #AICapex
September 10, 2026 at 11:42 PM
CDS demeure l'un des rares endroits où le coût de cet effet de levier est coté en continu. La question désormais est de savoir lequel des deux prix décrira le plus fidèlement le cycle.

#CreditDefaultSwaps #CorporateCredit #AICapex
September 10, 2026 at 11:42 PM

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#FreePalestine 🇵🇸

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September 10, 2026 at 11:50 PM
has a duration mismatch sitting in a footnote. The question now is which one the filings describe when the structure is finally spelled out.

#Broadcom #CreditDefaultSwaps #OffBalanceSheetDebt
August 21, 2026 at 3:20 AM
The question now is whether telecom spread curves are pricing a jab or the opening round of something structural, and credit markets have a habit of agreeing with equity late, then all at once.

#CreditDefaultSwaps #TelecomDebt #iTraxxEurope
August 5, 2026 at 4:00 PM
"The size of the CDS market varies with the dysfunction of American politics, so that makes volume in US CDS in euro a very interesting indicator, especially when it comes to gold."

www.theinstitutionalriskanalyst.com/post/theira875
#Gold #CreditDefaultSwaps #CDS #SovereignRisk #USDebt
David Kotok: Gold & US Credit Default Swaps in Euro
What it says to me is every institutional portfolio has to think about holding some gold, if they want to protect themselves against extremes of default risk, some allocation permanently to gold.…
www.theinstitutionalriskanalyst.com
August 4, 2026 at 12:45 PM
feuille de calcul.

#CreditDefaultSwaps #FCCLicenses #RegulatoryRisk
July 17, 2026 at 10:52 PM
di calcolo.

#CreditDefaultSwaps #FCCLicenses #RegulatoryRisk
July 17, 2026 at 10:52 PM
Tabellenkalkulation liegt.

#CreditDefaultSwaps #FCCLicenses #RegulatoryRisk
July 17, 2026 at 10:51 PM
cualquier hoja de cálculo.

#CreditDefaultSwaps #FCCLicenses #RegulatoryRisk
July 17, 2026 at 10:53 PM
just balance sheets. The question now is whether a market designed to measure default can meaningfully quote a threat whose trigger lives outside any spreadsheet.

#CreditDefaultSwaps #FCCLicenses #RegulatoryRisk
July 17, 2026 at 10:50 PM
la zona.

#CreditDefaultSwaps #SovereignRisk #MiddleEast
July 8, 2026 at 2:13 PM
duratura di quanto valga la stabilità nell'area.

#CreditDefaultSwaps #SovereignRisk #MiddleEast
July 8, 2026 at 2:12 PM
Neubewertung dessen, was Stabilität in der Region wert ist. #CreditDefaultSwaps #SovereignRisk #MiddleEast
July 8, 2026 at 2:11 PM
passager ou une revalorisation plus durable de ce que vaut la stabilité dans la région.

#CreditDefaultSwaps #SovereignRisk #MiddleEast
July 8, 2026 at 2:12 PM
as conditions change. The question now is whether the widening in regional risk gauges reflects a temporary spike or a longer repricing of what stability in the area is worth.

#CreditDefaultSwaps #SovereignRisk #MiddleEast
July 8, 2026 at 2:10 PM

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#йобанарусня 🇺🇦

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July 8, 2026 at 6:49 PM
s'écarter que lorsque le signal sera déjà intégré dans les prix. #CreditDefaultSwaps #RisqueSouverain #StressBudgétaire
May 3, 2026 at 10:01 PM