Company
S&P Global is a financial information firm providing credit ratings, market intelligence, index products (S&P Dow Jones Indices), and commodity/energy research.
SpaceX is seeking $40 billion from Apollo and banks for Nvidia GPUs through private credit, after its $25 billion June bond slid to a junk spread. Demand for AI paper is still deep, but the collapse of the Firmus IPO shows the appetite has limits.
Reality
Ten-year Treasury yields hit 5.31% on Oct. 5, the highest in the daily series CryptoSlate examined back to 2017, though its data find little daily link to bitcoin. The yield still measures what a holder gives up each year by owning an asset that pays no interest.
Reality
S&P Global launched a framework on Oct. 4 to grade crypto lending vaults, a market it says grew from $1.5 billion to about $10 billion in two years. The same day, an incident on Base pulled about $6 million out of a vault without exploiting Aave, the vault-level risk S&P now scores apart from the protocol.
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Africa's own credit rating agency launches in Mauritius on Wednesday, built mainly to steer $4 trillion of African savings home, its chief architect says. Governments shut out of international bonds still need foreign fund managers to trust it.
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Blackstone and Hudson Pacific got 14 more months at 4.435% on the $1.1 billion Hollywood loan behind September's jump in office CMBS delinquency to 12.2%. Bondholders keep a below-market coupon while Netflix and 20th Century Fox decide on leases covering 30% of the space.
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S&P Global Ratings launched a letter-graded risk scale for on-chain lending vaults, a market that grew from $1.5 billion to $10 billion in two years. With no vault graded yet, the method matters first to curators, because S&P counts allocation caps coded into smart contracts as strong risk limits.
Perspective Coverage
4 publishersReality
Chinese phone makers are cutting entry-level models as AI data centers absorb memory chips, and phone prices are up 21% in India against 5% in the US. Teams counting on first-time phone buyers outside the US now have to plan around a more expensive entry device.
Reality
Hindalco plans to run alumina spot tenders on Metalshub, in a market where it estimates only about 10% of 55-60 million traded tonnes sell spot. The deal data could feed an LME index and later a futures contract, a route reported as possible and unconfirmed.
Reality
Euro-area firms are paying for AI without new debt, ECB survey data shows, while the five largest US tech firms carry $3 trillion in debt. That keeps European balance sheets out of a cooling AI bond market, but the compute gap with the US still has to be closed some other way.
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Bank of America will double its AI budget next year, CEO Brian Moynihan said; about 140 uses now cost $400 million and yield $800 million in benefit. Its technology chief, Hari Gopalkrishnan, says every AI project goes through a review covering 16 categories of risk.
Reality
Fed policymakers hiked in September against inflation that supplies about 4 points of the 6%-plus nominal growth now outrunning a 5.16% 10-year yield. With the $2 trillion deficit adding about 5% a year to the debt, a slowdown that leaves yields near 5% would push the debt ratio up.
Reality
SoftBank is marketing junk bonds at yields up to 9.875% to raise more than $11 billion toward nearly $65 billion of OpenAI commitments. The yields are the company's highest ever at those maturities, and high-yield buyers are still competing to lend at them.
Perspective Coverage
7 publishersReality
US 10-year Treasury yields hit 5.23% on Friday, the highest since June 2007, while consumer spending tracked toward 4% growth. A curve rising from 4.90% on the 2-year to above 5.51% on the 30-year fits a growing economy better than a frightened one.
Reality
Economists at the Dallas Fed have put numbers on what instant, round-the-clock deposits would cost bank lending capacity. The banks building those rails are the ones carrying the exposure.
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Galaxy Digital moved $100 million, about 4% of its cash and stablecoins, into Sky's sUSDS and opened the token as loan collateral. Galaxy already borrows from Sky's lending agents, so the purchase deepens a funding tie with its own creditor.
Reality
Thirty-year Treasury yields hit their highest since 2004, a day after the 10-year's biggest one-day gain in almost 18 months took it to a 19-year high. The 2-year is still below its 2023 levels, so most of the repricing falls on long-dated, fixed-rate money.
Reality
Bond traders pushed the 10-year Treasury yield to 5.15% on Thursday, its highest since 2007, as oil returned to $105 a barrel. Fuel costs from the Iran war are now reaching borrowers through bets on another Fed rate hike.
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More than $20 billion of orders came in against an $11 billion target. The yields that pulled them in sit 2.20 percentage points above the BB-zone dollar average and 25 basis points above the B- average.
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The 10-year broke a 5% level it had bounced against for two weeks, and the curve from two to thirty years now sits between 4.91% and 5.39%. A Treasury buyback offer the same morning did not slow it.
Reality
Real spending on information processing equipment reached $752 billion against $748 billion of residential investment. The gap is half a percent, and the six-company capex forecast that supports the concentration argument is a separate series.
Reality
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