Nothing untoward going on here

DRUCK: “.. Given what’s going on in the economy and the capital spending boom and the war for capital, if anything, [bond yields seem] a little low. .. It’s just been like a slow, fundamentally driven march upward in yields. @financialtimes.com www.ft.com/content/7410...[image or embed]— Carl Quintanilla (@carlquintanilla.bsky.social) September 10, 2026 at 11:00 AM Damn, Stan.[image or embed]— Carl Quintanilla (@carlquintanilla.bsky.social) September 10, 2026 at 11:08 AMFrom the FT: [with emphasis and annotation added.] Anthropic and OpenAI’s bankers are lobbying for an investment-grade credit rating after their upcoming initial public offerings, a designation that would lower the borrowing costs for their ambitious AI infrastructure plans. Morgan Stanley and Goldman Sachs have held talks with credit rating agencies in recent weeks on behalf of the two leading AI labs, as they look to gain access to the $11.7tn corporate bond market post-IPO, said people familiar with the matter.…