We're Seeing a 'K-Shaped Bond Market' Says Guneet Dhingra

I'm not surprised this has happened because we published a note yesterday saying, this is a Band-Aid, right. This is not a cure for the situation we are in. Uh, look, even if you plot the amount of buybacks relative to the amount of hyperscalers issuance in the offing, uh, look at the net supply in the offing.You need a magnifying glass to identify the impact of these buybacks. Right. And then, of course, you aren't even controlling the more critical issues of deficit, of credibility, of the fact that the I ...