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Economic damage from the Middle East war will last for months, if not longer
Bonds, equities and even gold falling in recent weeks shows that all safe havens are fallable
Distinction in Europe’s corporate bond market is not a bad thing
A slow destruction of misallocated investment is more likely than a sudden stop
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Defaulting to dollars in volatile times denies the euro market the resilience it needs
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Asset class could be protected by rising demand
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Enslaved by interest rate volatility, we are all rates traders now
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A corner of the UK market has provided one of the few pain trades so far since war broke out in the Middle East
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Toto, I have a feeling we're not in EM anymore
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Two lenders entering administration should signal to others: simplify the industry