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Bye-bye euro curve steepeners, there's a new consensus trade in town
With billions of funding to be done, it will serve hyperscalers well to be less ambiguous
Borrowers moving between the two markets create opportunities for both
Where do investors look when JGBs and USTs are no longer reliable?
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Bonds, equities and even gold falling in recent weeks shows that all safe havens are fallable
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Distinction in Europe’s corporate bond market is not a bad thing
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A slow destruction of misallocated investment is more likely than a sudden stop
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Defaulting to dollars in volatile times denies the euro market the resilience it needs
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Asset class could be protected by rising demand
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Enslaved by interest rate volatility, we are all rates traders now