"Signs Of Panic": Goldman Derivs Guru Warns AI Credit Blowout Spilling Over To Entire Market
One week ago we were delighted to see that none other than Goldman's top derivatives trader, Brian Garrett, echoed what we had been warning for nearly a year, namely that the real risk to AI stocks was not within the stock market at all, but rather with bonds, where spreads had been aggressively ramping wider in recent weeks as the market's concerns about return on hyperscaler investment once again spilled over into credit land...
Hyperscaler bond basket: another day, another record wide https://t.co/Ge41UpsaL9 pic.twitter.com/nssT8MoTeH
— zerohedge (@zerohedge) July 15, 2026
