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Goldman's August AI Earnings-Bubble Warning Now Reinforced by Record $2.3 Trillion Investment-Grade Forecast
Peter Oppenheimer's new note argues that AI capex and government deficits are bidding for the same savings. His figures are issuance forecasts; Apollo's Torsten Slok is reading the same story in bond spreads that already trade wider.
Publishers:fortune.com
Reality
- Evidence62
- Adoption58
- Hype gap+15
- Incentives70
- Confidence58