Overall Spreads Remain Tight Even As Oracle Debt Risk Jumps
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Live on Bloomberg TVOverall Spreads Remain Tight Even As Oracle Debt Risk JumpsBloomberg Real YieldTV ShowsDecember 12th, 2025, 10:05 PM GMT+0000On "Bloomberg Real Yield", Maureen O'Connor, global head of high-grade debt syndicate at Wells Fargo Corporate & Investment Bank, and Amanda Lynam, head of macro credit research at BlackRock, talks with Matt Miller about credit spreads, issuance and risks tied to the boom in AI growth. There’s a frenzy of development going on to support the AI revolution, and with it an insatiable demand for debt to fund it. Some estimate the overall infrastructure roll-out cost could reach $10 trillion, and with so many lenders lining up to throw cash at the assets, the fear is a bubble is building. (Source: Bloomberg)More From Bloomberg Real Yield01:35"Real Yield" Debate on Credit: Own or Not Own?15 minutes ago22:20Tension Over Fed's Dual Mandate, AI Growth's Impact on Spreads, Credits | Real Yield 12/12/20254 hours ago02:14Wall St. Races to Cut Its Risk From AI’s Borrowing Binge01:11'Critical Crossroads' for US Economy: Stephanie RothAll episodes and clipsBloomberg Markets"Bloomberg Markets" is focused on bringing you the most important global business and breaking markets news and information as it happens.More episodes and clips21:35Bloomberg Markets 12/12/202544:39Trump Ups Pressure on Venezuela | Balance of Power: Early Edition 12/12/202502:52States Suing Over Trump's $100,000 H-1B Visa Fee02:43China Plans Tougher Regulations Amid Carmaker Price WarThe David Rubenstein ShowThe David Rubenstein Show: Peer-to-Peer Conversations" explores successful leadership through the personal and professional choices of the most influential people in business.More episodes and clips24:06The David Rubenstein Show: Ynon Kreiz24:05David Rubenstein Show: Kevin Hassett24:05The David Rubenstein Show: Maria Sharapova24:06The David Rubenstein Show: Justice Anthony KennedySee all shows