# Markets Mindset: Q2 2026 Debt Capital Markets: Weathering the Geopolitical Climate Page: https://stenobird.com/podcast/beyond-the-obvious-6984827/markets-mindset-q2-2026-debt-capital-markets-weathering-the-geopolitical-climate Text version: https://stenobird.com/podcast/beyond-the-obvious-6984827/markets-mindset-q2-2026-debt-capital-markets-weathering-the-geopolitical-climate.md Podcast: [Beyond The Obvious](https://stenobird.com/podcast/beyond-the-obvious-6984827) Published: 2026-04-28T15:12:04+00:00 Episode link: https://share.transistor.fm/s/0b5a9313 Audio file: https://media.transistor.fm/0b5a9313/7c3a893b.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/beyond-the-obvious-6984827/episodes/markets-mindset-q2-2026-debt-capital-markets-weathering-the-geopolitical-climate Duration seconds: 1148 ## Resource The effects of the geopolitical climate over the past few months have rippled out across Debt Capital Markets. From the conflict in the Middle East and its impact on global oil prices, to questions around the upcoming midterm elections, navigating the current environment has been a key concern for both issuers and investors. In our latest episode of Markets Mindset, Mizuho Americas’ Head of Investment Grade Capital Markets and Syndicate, Victor Forte, leads a discussion around the surprising resilience and potential causes for concern that have surfaced last quarter. Victor speaks with Moshe Tomkiewicz, Head of Investment Grade Debt Capital Markets, and Colby Griffith, Head of U.S. Debt Syndicate, to hear their perspectives on the current environment and the best courses of action for issuers going forward. Our experts touch on: The state of investment grade net issuance The midterm election’s impact on M&A financing Where spreads are heading into summer Why European credit markets have underperformed How rate volatility might affect the credit curve Market projections going into Q2 Hear from our experts as they discuss what investors and issuers need to know as the market weathers global uncertainty. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/beyond-the-obvious-6984827/episodes/markets-mindset-q2-2026-debt-capital-markets-weathering-the-geopolitical-climate/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/beyond-the-obvious-6984827/markets-mindset-q2-2026-debt-capital-markets-weathering-the-geopolitical-climate.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.