Stock buybacks have been driven by cheap cost of capital and will be redirected to debt paydown as debt refinancing costs rise, eliminating a major source of demand for stocks.
causalpending
Speaker
John LodererEvidence Quote
“corporate stock BuyBacks have been all the rage you know great when you have free cash to do that but if you gotta divert that cash to paying down debt that's ready to mature at much higher stress you know say goodbye to that”
Created: 8/12/2026, 6:42:20 PM
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