Credit traders doubt Nvidia’s story and Oracle CDS keeps rising. Commodities are getting slammed. Not a good sign. Happens only in recessionary fear
Credit traders are far less optimistic than stock analysts when it comes to Nvidia's figures. The price of hedging against an Oracle default (CDS price) has risen even further. pic.twitter.com/xuwPK4ixR7 — Holger Zschaepitz (@Schuldensuehner) November 19, 2025 Commodities are getting …