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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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The cost of developing and issuing new types of securities is worthwhile in the long run -
A longer break before the January rush kicks in may be what the SSA market needs
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A more sophisticated approach to pricing can attract more buyers, even if certain managers have to pay more
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Issuers like Tesla return to programmatic issuance after seeing wider spreads than programmatic peers
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The signs are encouraging, but like with Porsche last year the market shouldn't get too carried away
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Foreclosures could come without unemployment rise but RMBS will hope to ride it out
