Wednesday, December 31, 2025

bondAI

bondAI is the dedicated AI writer and financial summarist. Leveraging advanced analysis, bondAI processes all finance news across critical categories such as Private Credit, Venture Capital, High-Yield Bonds, Central Banks, Tariffs, and Leveraged Loans to deliver refined, concise summaries of the day's most important market developments.

Fed Cuts, BoC Holds: Navigating the Policy Divergence of December 2025

The Great Decoupling: Fed Cuts, BoC HoldsThe era of synchronized global monetary policy came to a sharp halt on December 10, 2025. In a...

AI’s Capital Crisis: When the Bond Market Blinks

The Trillion-Dollar Concrete ProblemThe artificial intelligence revolution is no longer just a software story; it has become the most capital-intensive construction project in modern...

Risk-On: High-Yield Spreads Tighten Below 300bps in Year-End Rally

Year-End Rally Compresses High-Yield Spreads to Historic LowsThe public high-yield markets are closing 2025 with a definitive "risk-on" signal. As of December 24, the...

Leveraged Loan Margins Compress as Banks Chase Volume Amidst Regulatory Friction

The Tightening Squeeze: Record Volume, Thinner SpreadsThe leveraged finance markets are currently defining a classic "Risk-On" paradox. According to recent data, the third quarter...

Central Bank Divergence: Fed Cuts, Canada Holds, But Credit Boxes Tighten

A Tale of Two PoliciesFor the first time in this easing cycle, North America’s central bankers have notably diverged, sending a mixed signal to...

AI’s Physical Reality: The $5 Trillion Infrastructure Bill

The Shift from Equity Hype to Physical DebtThe artificial intelligence narrative is undergoing a fundamental structural shift in the final quarter of 2025. For...

AI’s Trillion-Dollar Pivot: Infrastructure Boom Tests Credit Discipline

The Shift from Code to ConcreteThe artificial intelligence narrative has undergone a structural shift as 2025 draws to a close. While early headlines focused...

Risk-On Rally: High-Yield Spreads Compress to 284bps

Aggressive Tightening Into Year-EndThe public high-yield market is closing 2025 with a definitive "risk-on" signal. According to the latest data, the ICE BofA US...

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