Global Market Update: Credit Cycles and the Rise of AI Investment
February 5, 2026
In February Global Market Update webinar, the ÂÒÂ׶ÌÊÓƵ Global Strategy and Technology Research team breaks down the forces shaping the year ahead from U.S. growth and rate expectations to credit valuations, AI‑driven capex, and shifting dynamics across technology, software, and semiconductors.
Watch on YouTube:
Speakers:
Winnie Cisar, Global Head of Strategy , ÂÒÂ׶ÌÊÓƵ
Zachary Griffiths, Head of IG & Macro Strategy, ÂÒÂ׶ÌÊÓƵ
Jordan Chalfin, Head of Technology, ÂÒÂ׶ÌÊÓƵ
Andy Li, Senior Technology Analyst, Creditsights
Timestamps:
– Introduction
– Treasury Yields & Rate Outlook
– Credit Spreads & Consumer Outlook
– Oracle Financing Deep Dive
– Oracle Credit Analysis
– Hyperscaler CapEx & Issuance
– Semiconductor Market Dynamics
– AI Impact on Software
– Closing Remarks
Related Resources:
Tech 2026 Outlook (1/3): Top 10 Themes: The Tech 2026 Outlook highlights accelerating AI‑driven capex, resilient cloud growth, a potential semiconductor super cycle, and intensifying competition across infrastructure, servers, and AI accelerators. /insight…
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U.S. Special Situations Outlook: LMEs, Litigation and Bankruptcy
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Global Market Update: Cable Weakness & Media Credit Dynamics
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Global Market Update: Private Credit, BDC & Bank Developments
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