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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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A public utility model represents the least disruptive path for Fannie and Freddie to remain as private entities
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Scope Ratings can benefit itself and the market by providing a different view at times of strong divergence
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EM bond market no longer reacts to Trump's every utterance, or even policy enaction, so what will move it?
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Isolation from Ukraine peace talks creates urgency for reform
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Joint borrowing through existing supranational vehicles presents serious problems
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Second tier names should not wait to issue, or they risk the spread compression running out of steam