The GlobalCapital Podcast · 2026-08-11 · 50 min
Send us Fan Mail ◆ Europe's corporate bond market braces for US tech issuance surge ◆ Canada makes move for EU regs equivalence but to what end? ◆ Middle East private placements here to stay... but will take up less room Europe's corporate bond market is fretting over increased bond issuance from hyperscalers in the autumn. These US tech giants, when they come to the market, come big. And with their spreads having widened lately, more storied issuers in the market are worried that it will impact their funding costs too. We examine what could drive such a huge slug of issuance in the next couple of months and whether those tightly priced European companies really have anything to worry about. Canada, meanwhile, is proposing to adjust some of its regulations to make it cheaper for its banks to hold foreign covered bonds. Great news for those banks but critically, the move would also put Canada's regime on a par with the EU's - by far the biggest covered bond market. Matching EU rules is a prerequisite for the bloc to consider full regulatory equivalence. We discuss who would benefit from that, who would not, and how long it might take to have it.
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