BNP Paribas & Morgan Stanley

BNP Paribas: BNP Paribas provided estimates on capital expenditures for hyperscalers, indicating the significant funding needs driving the debt issuance trend.

Morgan Stanley: Morgan Stanley, through its executives Teddy Hodgson and Cody Gunsch, has been actively involved in advising and structuring these large debt deals for hyperscalers and data center operators, highlighting the bank's role in the booming AI debt market.

BNP Paribas: BNP Paribas' head of UK M&A, Kirshlen Moodley, noted increased outward-looking activity from UK corporates.

Morgan Stanley: Morgan Stanley's head of M&A for EMEA, Jan Weber, expressed bullish sentiment about accelerating M&A momentum and a growing pipeline of deals.

BNP Paribas: BNP Paribas' group chief economist, Isabelle Mateos y Lago, commented on the likelihood of a United States — Federal Reserve rate hike.

Morgan Stanley: Morgan Stanley models an implied global oil market surplus and its head of FX EM strategy, James Lord, commented on the dollar's strength.

BNP Paribas: BNP Paribas participated as an anchor investor in the Pine Labs IPO.

BNP Paribas: BNP Paribas acted as a lead financial advisor to GTCR in the acquisition of Zentiva.