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Markets Mindset: Q3 2026 Debt Capital Markets: Absorbing the Tech Issuance Surge
Description
With year-to-date issuance up significantly in both tech and communications, will the surge of AI hyperscalers continue to alter the complexion of the market?
In our latest episode of Markets Mindset, filmed on July 22, 2026, Mizuho’s Head of Investment Grade Capital Markets and Syndicate, Victor Forte, is joined by Head of Investment Grade Debt Capital Markets, Moshe Tomkiewicz, to analyze the shifting landscape ahead of a major tech earnings rollout.
Their conversation centers on the unprecedented shifts in debt supply from AI-driven hyperscalers, how this is forcing a credit spread repricing of the tech sector and its impact on broader market dynamics.
Join Victor and Moshe as they discuss the changing environment of debt capital markets ahead of a potentially record-heavy August.