With hyperscaler DV01 supply in 2027 > USTs, this will be the most important reference chart of the year https://t.co/N7bScW80BC
Why now
Thesis: Hyperscaler debt could rival Treasury supply
Catalyst to watch: 2027 issuance data and forecasts
Main risk: Supply surge lifts yields broadly
Why it matters
Hyperscaler debt supply rivaling USTs could reshape rate markets and crowd out Treasuries.
Details
With hyperscaler DV01 supply in 2027 > USTs, this will be the most important reference chart of the year https://t.co/N7bScW80BC
Related assets & topics
Treasury BondsAISources
- x · 2026-09-26 02:40 UTC