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The Public Equities Ledger
A twice-weekly dashboard of credit market signals for AI and hyperscaler equity investors. What credit is saying that equity is not.
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Oracle's 5Y CDS is at 198bps. The credit market is asking a question equity has not.
The first Public Equities Ledger. The Credit Monitor goes live, with one indicator already on watch. What it means, and what to track next.
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