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Borrowers moving between the two markets create opportunities for both
Where do investors look when JGBs and USTs are no longer reliable?
Asian buyers driving callable SSA market have resurfaced in public benchmark deals
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A slow destruction of misallocated investment is more likely than a sudden stop -
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
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A corner of the UK market has provided one of the few pain trades so far since war broke out in the Middle East
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Toto, I have a feeling we're not in EM anymore
