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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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For shareholders and companies, getting along is much easier in a bull market -
Apollo and Pimco’s prospective purchase has been described as a ‘bad bank’, but some have reservations
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New funding entities could help Italy but benefit will be magnified with tighter spreads
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There were few solutions to big issues in DC, but the dynamics of in-person meetings reinforced the severity of the challenge — and were vital for market participants
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It’s crucial that, when it is called to play a meaningful role in supporting Europe's economy, the securitization market can respond. In its current guise, EUSR is more of a hindrance than a help
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Bond yield surges after the mini budget killed off the last reliable source of ECM deals
