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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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Securitization industry must throw everything at consultation but cannot be pig-headed over necessary compromises -
Investors and bankers have warned of oversupply, but the deals are still getting done
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Lack of new CMBS debt makes primary an unseemly brawl for allocations
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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
