Equity & Bond Flows
Credit spreads, yield curves, corporate debt levels, and capital allocation trends across equity and bond markets.
Data sourced from the Federal Reserve Economic Data (FRED). Updated with 4-hour caching.
The Magnificent 7's capital allocation is reshaping corporate bond markets and equity flows as AI infrastructure spending accelerates.
$368B — Mag 7 AI capex investment in 2025
$121B — Hyperscaler bond issuance in 2025 (vs $28B avg 2020-2024)
Major deals: Meta $30B (Oct '25), Oracle $18B (Sep '25), Alphabet $17.5B (Nov '25), Amazon $15B (Nov '25)
S&P 500 buyback growth went to 0% YoY in Q2 2025 (Mag 7 accounts for ~30% of total)
2026 projection: Top 5 hyperscalers expected to spend ~$600B on AI capex (+38% YoY)
Total US corporate bond issuance projected at $2.46T in 2026 (+11.8%)