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Rolling over debt
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reformedbanker
Posted 6/30/2026 13:05 (#11688787 - in reply to #11688217)
Subject: RE: Rolling over debt


I asked AI who the final owner of the debt is and this is the output. I believe FCA debt would be in this under agency MBS debt. Ironically, a lot of the debt ends up being owned in retirement funds via mutual funds, pensions, household (direct brokerage and retirement accounts was the description).

This pie chart does NOT account for interest rate swaps so it does NOT show who is bearing the final interest rate risk. I'm not sure how to instruct AI to get first party data on that.



(Screenshot (full).jpg)



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