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Markets Mindset: Q2 2026 Debt Capital Markets: Weathering the Geopolitical Climate

Markets Mindset: Q2 2026 Debt Capital Markets: Weathering the Geopolitical Climate

Episode 32 Published 1 month ago
Description

The effects of the geopolitical climate over the past few months have rippled out across Debt Capital Markets. 

From the conflict in the Middle East and its impact on global oil prices, to questions around the upcoming midterm elections, navigating the current environment has been a key concern for both issuers and investors.

In our latest episode of Markets Mindset, Mizuho Americas’ Head of Investment Grade Capital Markets and Syndicate, Victor Forte, leads a discussion around the surprising resilience and potential causes for concern that have surfaced last quarter.

Victor speaks with Moshe Tomkiewicz, Head of Investment Grade Debt Capital Markets, and Colby Griffith, Head of U.S. Debt Syndicate, to hear their perspectives on the current environment and the best courses of action for issuers going forward.

Our experts touch on:

  • The state of investment grade net issuance 
  • The midterm election’s impact on M&A financing 
  •  Where spreads are heading into summer
  • Why European credit markets have underperformed
  • How rate volatility might affect the credit curve
  •  Market projections going into Q2


Hear from our experts as they discuss what investors and issuers need to know as the market weathers global uncertainty.

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