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John Healey resigned because the money was not there for defence. It may not be there for anything
Bifurcation is emerging in how investors treat the hyperscalers
Investors should feel more confident when BNPL products are regulated like mainstream consumer credit
Collateral change has SSA issuers eyeing sterling — but it has strengthened one bid, not brought in new buyers
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Spate of hybrid capital issues at record tights over senior debt will not endure -
The market should not punish every issuer for entering a debt rework
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Markets will lose their bearings without reliable, independent government data
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The BoE's new MREL regime will be transformative for the UK's smaller banks
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If AI is the real deal, capital markets jobs disappearing will be just the beginning
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String of exits mean reliable source of deal flow is at risk
