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The AI race is pushing hyperscalers to hunt for cash to fund rising capex needs, and they are coming to Switzerland
Bye-bye euro curve steepeners, there's a new consensus trade in town
With billions of funding to be done, it will serve hyperscalers well to be less ambiguous
Borrowers moving between the two markets create opportunities for both
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Where do investors look when JGBs and USTs are no longer reliable? -
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Asian buyers driving callable SSA market have resurfaced in public benchmark deals
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Public sector issuers have become more flexible when executing cross-currency interest rate swaps
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Politically motivated prosecutions endanger democracy
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Solutions exist but political will is necessary
