Amanda Lynam

What Amanda Lynam has said on podcasts

7 statements

1. on Hyperscalers' AI-related debt issuanceNeutralSep 21, 2026· Bloomberg Surveillance

   Hyperscalers account for 40% of global AI-related corporate debt issuance.

   “they represent just 40 percent of the AI related issuance that's coming through the global corporate credit markets.”

   Listen at 11:37

   Open the episode · Second Half Economic Outlook
2. on Global AI-related debt issuanceNeutralSep 21, 2026· Bloomberg Surveillance

   Global AI-related debt issuance has reached nearly $600 billion this year.

   “We've counted nearly 600 billion of global AI related debt issuance so far this year.”

   Listen at 11:51

   Open the episode · Second Half Economic Outlook
3. on Credit allocationPositiveSep 21, 2026· Bloomberg Surveillance

   Credit allocations should target yield and income rather than spread or rate gains.

   “if you're allocating to credit, you should be doing that for yield and income, not for a potential total return boost from tighter spreads or lower rates.”

   Listen at 14:04

   Open the episode · Second Half Economic Outlook

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

• Sep 21, 2026AI borrowing collides with sticky inflation and Fed risksBloomberg SurveillanceSep 21, 2026Guest