NVDA CDS Hits New Cycle High on Credit Stress
NVDA CDS reaches new cycle high amid semiconductor credit stress, complicating Bessent efforts to cap Treasury yields.
SourceAnalysis
NVDA credit default swaps climbed to a fresh cycle high, underscoring mounting credit stress across semis, André Dragosch noted. The move adds pressure on Bessent to contain Treasury yields while a potential new crisis builds in the sector.
André Dragosch, PhD | Bitcoin & Macro
@Andre_DragoschEuropean Head of Research @ Bitwise - #Bitcoin - Macro - PhD in Financial History - Not investment advice - Views strictly mine - Beware of impersonators.
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