# Markets Mindset: Q1 2026 Debt Capital Markets: Ready, Supply, Go! Page: https://stenobird.com/podcast/beyond-the-obvious-6984827/markets-mindset-q1-2026-debt-capital-markets-ready-supply-go Text version: https://stenobird.com/podcast/beyond-the-obvious-6984827/markets-mindset-q1-2026-debt-capital-markets-ready-supply-go.md Podcast: [Beyond The Obvious](https://stenobird.com/podcast/beyond-the-obvious-6984827) Published: 2026-01-16T15:01:26+00:00 Episode link: https://share.transistor.fm/s/a374b388 Audio file: https://media.transistor.fm/a374b388/58b4adbf.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/beyond-the-obvious-6984827/episodes/markets-mindset-q1-2026-debt-capital-markets-ready-supply-go Duration seconds: 1016 ## Resource Debt Capital Markets are off to a running start in the new year, with heavy supply flooding the markets in the first week of January. Looking ahead to the rest of 2026, how will the lofty market estimates hold up against the backdrop of heavy tech bond issuance and a midterm election year? In our latest episode of Markets Mindset, Mizuho Americas’ Head of Investment Grade Capital Markets and Syndicate, Victor Forte, is in conversation with Moshe Tomkiewicz, Head of Investment Grade Debt Capital Markets, and Colby Griffith, Head of U.S. Debt Syndicate, to analyze January’s heavy supply and how this will impact the market in the year to come. Our guests dive into the current state of U.S. data center and broader tech supply, examine the attraction of issuing into Europe, explore the growing desire for longer-dated bids and discuss the implications of a non-inflationary growth environment. Hear from our experts as they reflect on the current market and give their projections for the coming year. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/beyond-the-obvious-6984827/episodes/markets-mindset-q1-2026-debt-capital-markets-ready-supply-go/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/beyond-the-obvious-6984827/markets-mindset-q1-2026-debt-capital-markets-ready-supply-go.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.