With Credit Near 'Generational Tights', Goldman Lays Out 3 Hedges Against The AI Supply Onslaught

Despite a record-shattering $1.3 trillion of investment grade credit 'supply' in the first half of 2026 (the same as all of 2022, 2023, and 2024 and consistently surprising to the upside), US investment-grade bond credit spreads remain near generational tights...