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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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Both the EU and its peer SSA issuers learned a little better how to work next to each other in tough conditions in 2023 but next year will bring bigger tests -
Other EM sovereigns in a much more dire state than Argentina have still tried to pay their debts
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The opportunistic companies taking advantage now are the exceptions to the rule
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Despite being surprisingly resilient this year, more supply might finally start to weigh on housing prices next year
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Eight years on from conception and an integrated capital market in Europe is a long way off, but that shouldn't be a surprise to anyone
