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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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Arrears are rising as expected, but downgrades are creeping in as well -
Market should reject the widespread use of a higher rated hybrid
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Fragmentation isn’t a challenge to be overcome, it is the essence of competitive innovation in the distributed ledger bond market
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Whether the EU is a true sovereign or not, there are advantages for European government issuers to having it in their bond indices
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Non-loan contracts to unlock home equity could be the next big thing in US RMBS
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Investors will take to SLBs once they value what they offer
