BREAKING
Morgan Stanley Eyes $1.4T Loan Market
0
T
CapEx 2025-2028
0
T
Funding gap
0
T
Leveraged loan market
Shifting How Deals Get Funded
1
IG bonds
↓
2
ABS / CMBS
↓
3
Leveraged loans
Loans vs Investment-Grade Bonds
Leveraged loans
Flexible
●
Faster issuance
●
More leverage room
●
Strong CLO demand
IG bonds
Traditional
●
Lower risk premium
●
Established channel
●
Less flexibility
AI Leveraged Finance Estimates
2026 (MS)
20
CoreWeave loan
3.1
5yr (JPMorgan)
150
A New Funding Engine for AI
AI NEWS BLITZ
Morgan Stanley is steering AI data center funding toward the leveraged loan market.