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Weak or half-hearted response to Greenland threats will leave markets crumbling
Over the last week the US president has pushed to make homes and consumer credit more affordable but these policies risk unintended consequences
Issuance volumes may be high but demand is even higher. Credit issuers in particular should take full advantage
Hounding the Fed does not make the US bond market more attractive
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Lack of new CMBS debt makes primary an unseemly brawl for allocations -
Ground rent financing can be cheaper, but it doesn't mean less debt
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Interest rate expectations are still the big driver of markets but this could change
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The ABS market is worried about the value risk of electric vehicles. That is partly down to policy wobbles
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With lower rates giving CMBS further room to run, there is no time like the present
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Investors are punishing whole sectors for a few problematic companies — but they feel they have good reason
