EPISODE · Jul 13, 2026 · 8 MIN
The Bond Market Just Broke...The Calm Before the Credit Storm
from Wall Street Truthbombs Podcast · host Wall Street Truthbombs
The global bond market is about to absorb nearly $29 trillion in new borrowing—but the headline hides a much bigger story.In today's Wall Street Truth Bomb, Mark Malek explains why record-low credit spreads may not signal economic strength at all. Instead, nine Big Tech companies are reshaping global debt markets through unprecedented AI spending, while smaller businesses face rising refinancing risks and investors become increasingly dependent on short-term traders.Topics include:Global debt reaches $29 trillionAI spending and Big Tech borrowingCredit spreads explainedOECD global debt reportCorporate refinancing risksQuantitative tightening (QT)Hedge funds replacing central banksWhy the bond market may be misleading investorsIf you enjoy macro investing, market analysis, Federal Reserve insights, and hidden risks Wall Street isn't discussing, subscribe to Wall Street Truth Bombs.Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1Support the show
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The global bond market is about to absorb nearly $29 trillion in new borrowing—but the headline hides a much bigger story. In today's Wall Street Truth Bomb, Mark Malek explains why record-low credit spreads may not signal economic strength at all. Instead, nine Big Tech companies are reshaping global debt markets through unprecedented AI spending, while smaller businesses face rising refinancing risks and investors become increasingly dependent on short-term traders. Topics include: Global...
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The Bond Market Just Broke...The Calm Before the Credit Storm
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