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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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Hedge funds have taken a lot of heat for their role in inflating order books and flexing spreads, only to flip out and take profits at the first opportunity. But despite the awkward and at times antagonistic presence of such funds, issuers are coming to learn that they are probably better off having them in the order book than not. -
As inflation indicators across the globe begin to point to a period of sustained growth, equity investors have fretted over where to put their money instead of tech stocks, whose valuations have reached gargantuan multiples. There is a compelling argument to be made for rotating into Greece, specifically its banks, which will have to finance a new wave of economic growth.
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Foreign ownership of Chinese domestic bonds has hit an all-time high of over Rmb3.6tr ($562bn) — an impressive number but one that warrants a much closer look.
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The US Federal Reserve’s market liquidity measures have provided the fuel that has propelled stock markets to new highs. But its core mandate is to fight inflation and unemployment, not to line the pockets of stock investors. If the central bank is wrong about the “transitory” nature of the recent spike in inflation, then it must act.
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Long call periods are now an established feature in bank capital products, but the benefits should also apply to the senior market, particularly when it comes to riskier borrowers beginning their MREL journeys.
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Securitization investors are divided over whether to open up their ESG portfolios to mortgage-backed securities that are marketed as virtuous because of their socially beneficial use of proceeds, as opposed to their green collateral. Issuer transparency will be essential if this burgeoning market is to thrive.
