Markets Mindset: Q3 2025 Debt Capital Markets: Mid-Summer Update
Beyond The Obvious25 Juli 2025

Markets Mindset: Q3 2025 Debt Capital Markets: Mid-Summer Update

Investment Grade Debt Capital Markets are seeing strong momentum this summer, with year-to-date supply pacing toward the second-largest year on record, following the highs of 2020.

In this latest episode of Markets Mindset, Mizuho’s Head of Investment Grade Capital Markets and Syndicate, Victor Forte, is joined by Moshe Tomkiewicz, Head of Investment Grade Debt Capital Markets, for a deep dive into Q3 DCM market dynamics.

They discuss what’s driving current conditions in the IG new issue and broader DCM landscape, including strong investor demand, tight spreads and copious amounts of excess liquidity. With financials leading supply and corporates remaining flat year-over-year, our experts break down how technicals are shaping strategy, the influence of government spending and private credit, and where risks may emerge as rate expectations evolve.

Hear their insights on current conditions, how long they may last and what issuers should prioritize in the second half of 2025.

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Avsnitt(37)

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