POPA ReconBIS flags hidden debt behind the AI build-out.
BIS flags hidden debt behind the AI build-out. The BIS says AI capex is increasingly funded by long-term debt and off-balance-sheet deals. Bond market spillovers are small for now, but sustained issuance could change that. - bis.org 🔗 Discord · Leviathan · Source 🗺️ BIS · Bond 🕵️ @PeterMM
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