According to @KobeissiLetter, global bond sales jumped 26% year over year to about $248 billion in the first week of 2026, the strongest start to any year on record, source: @KobeissiLetter. World debt issuance in the first seven days is up 128% versus 2020 and 351% versus 2019, source: @KobeissiLetter. Issuers that held back in December are rushing to secure funding before next week’s earnings blackout, source: @KobeissiLetter. Firms are also moving ahead of an incoming wave of AI-linked bond deals that will likely push borrowing costs higher, source: @KobeissiLetter. The global borrowing rush is accelerating, source: @KobeissiLetter.

According to Edward Dowd, debt markets are struggling to absorb recent AI-related issuance, making future financing more difficult and costly for the sector; Source: Edward Dowd on X, Nov 7, 2025. Dowd alleges that OpenAI leadership is seeking government support, asserting that investors are questioning the ultimate return on capital-intensive AI spending; Source: Edward Dowd on X, Nov 7, 2025. He opines the AI bubble may be popping and states that any federal backing would only delay repricing; Source: Edward Dowd on X, Nov 7, 2025. For traders, Dowd’s remarks highlight potential risk to AI-exposed equities and broader risk sentiment that can influence crypto markets, warranting closer monitoring of funding conditions and policy headlines; Source: Edward Dowd on X, Nov 7, 2025.